Built for RIA and hybrid broker-dealer firm owners
The CRM RIA founders run the firm from.
Owners and principals of 10 to 100 advisor RIAs and hybrid broker-dealer firms carry both the top producer book and the firm leadership load, run succession planning across the G2 advisor bench, prepare the firm for valuation and exit, acquire smaller RIAs into the rollup, and oversee compliance-aware communication across every advisor. The CRM has to hold the owner surface on one record.
A founder, owner, or principal of an RIA or hybrid broker-dealer firm sits above six parallel motions and has to see all of them in one surface before the Monday leadership meeting. Keep the top producer book moving, because the founder is still the single biggest driver of committed AUM. Plan succession across the G2 advisor bench and decide which advisors are tracking toward a book handoff, an equity grant, or a partner track. Prepare the firm for valuation and exit by tracking the AUM growth, retention, revenue concentration, and advisor tenure math an acquirer will diligence. Run the acquisition pipeline where the firm is the buyer, with target RIAs across stage, book size, cultural fit, and letter-of-intent progress on one surface. Oversee compliance-aware communication across every advisor with the review workflow, approval audit trail, and archiving-partner integration visible without opening six tools. Hold the firm-level AUM growth number across every advisor and segment, because the principal is the person every quarterly board meeting looks at for the aggregate picture. In a Redtail plus Salesforce Financial Services plus Mailchimp plus three spreadsheets plus a founder pipeline deck stack, the six motions scatter across seven tools and the founder spends Sunday rebuilding what the firm did not clean during the week. The sections below show how Strkr collapses the owner surface into one workspace where producer book, succession bench, valuation dashboard, acquisition pipeline, oversight, and firm-level AUM growth all live on the same record.
Dual role drag
I am the top producer and I run the firm.
A founder of a 10 to 100 advisor RIA is still the single biggest producer in the book and also the person every advisor, every CCO question, every acquisition conversation, and every valuation prep item lands on. The producer book cannot drop and the firm leadership load cannot drop, so the time between the two has to be surgical. Strkr renders a founder-dual-view surface with the producer book pipeline, the firm-level dashboard, and the top five leadership items on one record so the founder stops switching tools six times before the first household call of the day.
Succession planning + G2 equity
Who is next, which book, which equity grant.
Succession planning across the G2 advisor bench is the single highest-leverage firm decision a founder makes, and it lives in a notes app, a succession deck the founder updates once a quarter, and three conversations with the COO that nobody wrote down. Which advisors are tracking toward book handoff, which are tracking toward a partner track, and which earned a G2 equity grant this cycle gets reconstructed from memory every planning cycle. Strkr renders a native succession bench with per-advisor tenure, book under management, retention math, trailing twelve-month committed AUM, equity grant history, partner-track milestones, and founder-visible readiness signals on one record.
Firm valuation + exit prep
The acquirer diligence list is a six-week scramble.
When a founder decides to prepare the firm for a valuation event, strategic buyer conversation, or outright exit, the diligence list hits: AUM growth across trailing three, five, and ten years; retention math per advisor and per segment; revenue concentration across top ten households; advisor tenure; recurring revenue mix; organic growth versus acquisition-sourced AUM. In a Redtail plus Salesforce stack that data lives in five decks and three spreadsheets that take six weeks to reconcile. Strkr renders a valuation-ready firm dashboard with every number the acquirer will diligence on one surface, refreshed in real time, exportable to the data room, and defensible against the acquirer analyst questions.
M&A rollup pipeline
Target RIAs scatter across the founder inbox.
A rollup-stage firm is actively acquiring smaller RIAs, breakaway advisor teams, and solo practitioners into the platform. The target pipeline (initial conversation, cultural fit interview, book review, letter of intent, purchase agreement, integration) runs out of the founder inbox, a shared drive, and a spreadsheet the COO updates when there is time. Strkr renders the acquisition pipeline on a native stage-based board with per-target book size, projected committed AUM post-integration, cultural fit score, LOI progress, closing timeline, and integration milestones on one record. The founder sees every target on one surface and stops reconstructing the pipeline from inbox threads.
Compliance-aware oversight across every advisor
The firm review workflow is email ping-pong.
The founder is the ultimate accountable party for every outbound communication, event invitation, pitch deck, and market commentary note that leaves the firm. The review workflow (what was submitted, who approved, when, which version shipped, what the archiving-partner retention record looks like) lives across inbox threads, a shared drive, and the CCO memory. Strkr Marketing ships a native compliance-aware review workflow with reviewer assignment, versioned diff view, approval audit trail, SLA timer, and one-click release, and partners with Smarsh, Global Relay, and Archive360 for the FINRA and SEC communications-archiving retention side. The founder pulls the oversight view in seconds and the board-level accountable party story holds up to any regulator question.
Firm-level AUM growth math
The board asks for the aggregate and I rebuild it.
Every quarterly board meeting, partner council, or strategic buyer conversation asks the same aggregate question: what is the firm-level AUM growth number, broken by new AUM, wallet-share expansion, retention and net flow, by advisor cohort, by segment, by referral source. In a stack of three advisor decks, two spreadsheets, and the founder memory, the aggregate takes a weekend to rebuild. Strkr renders the firm-level AUM growth dashboard on one surface with per-advisor, per-cohort, per-segment, and per-referral-source breakdown, trailing twelve-month and quarter-over-quarter comparison, and drill-down to the household record on every cell.
How Strkr fits the RIA founder day
The primitives RIA and hybrid broker-dealer owners actually use.
Strkr for RIA and hybrid broker-dealer founders is the same CRM every advisor on the firm runs, with founder-aware views and oversight surfaces shaped around the owner motion. Everything below ships on every paid tier with no premium module gate, no premium list price when the firm scales from 10 advisors to 100, and no modular upcharge when the acquisition pipeline grows past a dozen active targets. The primitives line up with what a founder repeats every week on a 10 to 100 advisor firm: holding the producer book on the same record every advisor runs on, planning succession from a native readiness ledger, preparing the firm for valuation with every diligence number on one surface, running the acquisition pipeline where the firm is the buyer, overseeing the compliance-aware review workflow across every advisor, and holding the firm-level AUM growth math across every advisor and segment. The primitives also carry across the hybrid broker-dealer surface where the firm runs both RIA and broker-dealer books on the same CRM record with role-aware visibility and compliance-aware review workflows attuned to each regulatory lane.
Founder dual-view surface
Producer book and firm leadership on one record.
The founder opens one surface and sees the producer book pipeline, the firm-level AUM dashboard, the top five leadership items for the week, the acquisition pipeline next-touch list, the succession bench readiness nudges, and the review-workflow queue past the SLA threshold. The six parallel motions resolve to a single record, and the Sunday rebuild stops being a job.
Succession bench ledger
Per-advisor readiness, equity, partner track on one record.
Native succession bench renders every advisor with tenure, book under management, retention math, trailing twelve-month committed AUM, equity grant history, partner-track milestones, founder-visible readiness signals, and projected book-handoff timing. Equity cycle planning opens from the ledger. The founder stops reconstructing succession from memory every quarter.
Firm valuation dashboard
Every diligence number acquirers ask for on one surface.
Valuation-ready firm dashboard renders AUM growth across trailing three, five, and ten years; retention math per advisor and per segment; revenue concentration across top households; advisor tenure distribution; recurring revenue mix; organic versus acquisition-sourced AUM; and household churn by cohort. Exports to the data room. The acquirer diligence conversation starts from a defensible dashboard, not a six-week reconciliation.
Acquisition pipeline
Target RIAs on a native stage-based board.
Rollup firms track every target RIA, breakaway team, and solo practitioner on a stage-based board with per-target book size, projected committed AUM post-integration, cultural fit score, LOI progress, purchase agreement status, closing timeline, and integration milestones. Flows surface stale targets, upcoming LOI expirations, and integration-day countdowns. The founder sees every target on one surface.
Compliance-aware oversight workflow
Every outbound touch, reviewed and audited on the record.
Strkr Marketing ships a native review workflow designed with compliance workflows in mind. Every outbound email template, event invitation, pitch deck, and market commentary note routes through a queue with reviewer assignment (CCO, marketing lead, principal), SLA timer, versioned diff view across revisions, approval audit trail, and one-click release. The founder pulls the oversight view in seconds. Strkr partners with Smarsh, Global Relay, and Archive360 for the FINRA and SEC communications-archiving retention side.
Firm-level AUM growth dashboard
Aggregate growth, per-cohort, per-segment, one surface.
One dashboard surfaces firm-level new committed AUM, wallet-share expansion, retention and net flow, organic versus acquisition-sourced growth, and per-advisor contribution, with trailing twelve-month and quarter-over-quarter comparison. Per-cohort, per-segment, and per-referral-source breakdown render in-line. The board-meeting rebuild collapses to a 20-minute Monday pass.
Role-aware record and permissions
Founder, principal, advisor, and manager views on one record.
The household record pulls spouses, trusts, business entities, held-away assets, referral source, event history, meeting notes, email threads, documents, and risk-tolerance signals onto one surface. Role-aware sidebar renders RIA fields, broker-dealer fields, advisor fields, branch-manager fields, and founder fields on the same record without a tab switch. The permission matrix controls what each advisor, manager, and founder sees across the firm roll-up without a firm-ops ticket.
Flows for the RIA founder motion
Automations across succession, valuation, acquisition, oversight.
The best RIA and hybrid broker-dealer founders automate the quiet administrative drag between leadership touches and spend their hours on the three decisions where founder judgment matters most. Strkr Flows cover the automations every owner-led firm should run as native triggers with no webhook plumbing. The pattern below is what shows up in week two of every deployment and compounds into tighter succession readiness, cleaner valuation diligence, faster acquisition integration, and sharper compliance-aware oversight across the quarter.
Succession readiness alert
An advisor crossing a readiness threshold surfaces.
When a G2 advisor crosses a readiness threshold on tenure, book under management, retention math, or partner-track milestone, a flow surfaces the advisor on the founder succession bench with a drafted equity cycle note, the projected book-handoff timeline, and the next partner-track conversation on the founder calendar. The succession decision opens from the data, not from a quarterly memory refresh.
Valuation snapshot
Monthly frozen diligence snapshot lands end of month.
End-of-month flow freezes the valuation-ready firm dashboard across every diligence number, stores the snapshot on the founder record, and emails the monthly firm digest. The board deck is pre-built, the diff against last month renders in-line, and the founder walks into the board meeting with the aggregate picture already clean.
Acquisition target stale
A target past the stage threshold triggers founder nudge.
When an acquisition target has been in a stage past the founder-set threshold (initial conversation, cultural fit, book review, LOI, purchase agreement), a flow surfaces the target on the founder acquisition dashboard with the drafted next-touch note and a scheduled 48-hour follow-up task. The rollup pipeline stops aging silently in a spreadsheet.
LOI expiration countdown
An LOI approaching expiration surfaces three ways.
Fourteen days before a letter of intent expires, a flow surfaces the target on the founder record, pings the COO and legal counsel on the acquisition thread, and drafts the extension or purchase-agreement next-step note. The LOI expiration does not quietly age past the deadline and force a reset of the acquisition conversation.
Review SLA breach
Collateral past review SLA escalates to the founder.
Marketing collateral queued for compliance-aware review past the SLA threshold auto-escalates to the next approver tier, pings the founder, and surfaces on the firm oversight dashboard. The review bottleneck does not quietly age for a week and the founder-as-accountable-party story holds up to any regulator question. The audit trail of who was pinged when logs on the record.
Household churn risk
A committed household gone quiet escalates to the founder.
When a top household (above the firm-set AUM band) goes quiet past twice the retention threshold, a flow surfaces the household on the founder priority view, pings the primary advisor, and schedules a founder-led retention touch. Top-household churn stops being the quarterly surprise and starts being the Monday save.
Acquisition integration day
An acquired firm closes, onboarding automations fire.
A flow fires on acquisition close date, provisioning advisor seats for the acquired firm, mapping role-based permissions, creating cultivation boards per acquired advisor, pre-loading the firm cultivation stage definitions, migrating acquired households into the native record, and scheduling the founder-led integration cadence on the manager calendar. Day one of integration is productive instead of logistical.
Head-to-head
Strkr for RIA founders vs the Redtail + Salesforce Financial Services + spreadsheets stack.
A typical RIA or hybrid broker-dealer firm runs Redtail or Wealthbox for CRM, Salesforce Financial Services Cloud for the enterprise shops, Mailchimp or Constant Contact for outbound, three spreadsheets for succession, valuation, and acquisition tracking, and a founder pipeline deck the owner rebuilds every Sunday. Strkr collapses most of that into a single workspace with one bill, one admin surface, one record of truth per household, and compliance-aware review workflows designed in. Communications archiving stays with the firm archiving partner (Smarsh, Global Relay, Archive360).
Role-aware sidebar renders RIA, broker-dealer, and founder views on one record
Separate record shapes or custom Lightning pages, duplicate data entry
See the CRM RIA founders actually run the firm from.
Start a 14-day trial with the full RIA founder stack enabled: founder dual-view surface, succession bench ledger, firm valuation dashboard, acquisition pipeline, compliance-aware review workflow, firm-level AUM growth dashboard, Flows across succession and acquisition, and native integrations into Smarsh, Global Relay, and Archive360 for communications retention. One bill, one workspace, one record of truth across every advisor on the firm. The pricing page lays out the per-advisor seat line in full, and the forecast feature page shows the firm-level roll-up if that is the piece you want to pressure-test first.
Can Strkr replace Redtail, Wealthbox, or Salesforce Financial Services Cloud for an RIA founder-led firm?
For most RIAs and hybrid broker-dealer firms running 10 to 100 advisors with the founder still in the producer book, yes. Strkr covers the founder dual-view surface, succession bench ledger, firm valuation dashboard, acquisition pipeline, household records with spouses and trusts and business entities, compliance-aware marketing review workflow, firm-level AUM growth dashboard, Flows for succession readiness and acquisition stale-target triggers, native Gmail and Microsoft 365 sync, DocuSign and PandaDoc engagement letters, and a hand-off to the planning advisor in Projects. For firms running Financial Services Cloud for a decade with deeply customized Apex and Lightning pages, the switching cost is real and Strkr ships a native Salesforce migration path that preserves records, custom fields, picklist values, and household history so the switching cost is quantifiable before the first production record moves.
How does Strkr support succession planning and G2 advisor equity?
The succession bench ledger renders every advisor on the firm with tenure, book under management, retention math per advisor segment, trailing twelve-month committed AUM, equity grant history across prior cycles, partner-track milestones, founder-visible readiness signals, and projected book-handoff timing on one record. The founder opens the ledger, sees the readiness view against the firm-set thresholds, and clicks through to the per-advisor history. Equity cycle planning opens from the ledger with the full history visible. When a G2 advisor crosses a readiness threshold, Strkr Flows surface a drafted equity cycle note, the projected book-handoff timeline, and the next partner-track conversation on the founder calendar. The succession decision is a data conversation, not a quarterly memory refresh.
How does Strkr prepare the firm for valuation and exit?
The valuation-ready firm dashboard renders every number an acquirer analyst will diligence on one surface: AUM growth across trailing three, five, and ten years; retention math per advisor and per segment; revenue concentration across top ten households; advisor tenure distribution; recurring revenue mix; organic versus acquisition-sourced AUM; and household churn by cohort. The dashboard exports to the data room. The end-of-month frozen snapshot stores on the founder record so the acquirer can diligence a time-series view, not a point-in-time pull. The six-week diligence reconciliation collapses to a real-time dashboard the founder can hand to the acquirer analyst in the first meeting.
How does the acquisition pipeline work for a rollup-stage RIA?
The acquisition pipeline is a native stage-based board where every target RIA, breakaway advisor team, or solo practitioner carries a record with book size, projected committed AUM post-integration, cultural fit score, LOI progress, purchase agreement status, closing timeline, and integration milestones. The founder sees every target on one surface and the pipeline stops aging silently in a spreadsheet. Flows surface stale targets past the founder-set stage threshold, LOI expirations fourteen days out, and integration-day countdowns. On the acquisition close date, a flow fires onboarding automations that provision advisor seats, map role-based permissions, migrate acquired households into the native record, and schedule the founder-led integration cadence. Day one of integration is productive instead of logistical.
How does Strkr handle FINRA and SEC communications archiving for the firm?
Strkr is not an archiving tool and does not claim to be. The FINRA and SEC communications-retention requirement is handled by a dedicated archiving partner the firm already runs, typically Smarsh, Global Relay, or Archive360. Strkr integrates with those partners so outbound email, event invitations, pitch decks, and market commentary route to the archiving partner on send. What Strkr owns is the compliance-aware review workflow that sits before the send event: queued-for-review state, reviewer assignment to the CCO, marketing lead, or principal, versioned diff view, approval audit trail with timestamp and author, SLA timer per queue, and one-click release once approved. The founder pulls the oversight view in seconds and the regulatory retention side continues to live with the archiving partner where it already lived.
Can the founder make changes without a firm-ops ticket?
Yes, within the permission matrix. Custom fields on the household record, Layouts, saved views, cultivation stages, stage entry criteria, Flows, review workflows, succession bench thresholds, acquisition stage definitions, oversight dashboard widgets, and firm valuation dashboard components are self-serve for the role the admin has granted the permission to. Most RIAs give the founder full self-serve on every firm-level surface and route data-model migrations and archiving partner reconfiguration through firm operations or the admin role. The change ships the hour it is needed with an audit trail, so the quarterly release freeze a Financial Services Cloud shop imposes does not exist in Strkr.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
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