The CRM financial planners actually run the client book from.
Practitioner planners and advisors at RIAs, wealth firms, and independent planning practices carry 60 to 150 households through annual review cycles, quarterly check-ins, mid-year rebalances, tax-planning windows, and the long list of family-event touches that keep the relationship alive. The CRM has to hold the plan, the meeting cadence, the deliverables, and the ongoing-service list on one household record.
A practitioner planner is not a new-asset business-development advisor and the CRM job is a different shape. The business-development advisor cultivates HNW prospects over 6 to 18 months and the CRM measures time-to-committed-assets. The practitioner planner inherits those committed households at engagement signature and spends the next three to twenty years delivering the plan, running the annual review cycle, pushing the quarterly rebalance, catching the mid-year tax window, and keeping the family-event list warm. A single planner carries 60 to 150 households at once with 4 to 12 scheduled touches per household per year, every touch tied to a planning artifact (the Investment Policy Statement, the retirement plan, the estate overview, the insurance review, the tax-loss harvest log, the Roth conversion ladder), and every artifact versioned with the client conversation that moved it. The common stack scatters that work across Redtail or Wealthbox for the contact record, eMoney or RightCapital for the plan, Orion or Black Diamond for performance, DocuSign for engagement letters, a Google Drive folder for the deliverables, Outlook for the meeting cadence, and a planner-maintained task list for everything in between. The planner spends five to eight hours a week stitching those tools together instead of talking to clients. The sections below show how Strkr collapses the practitioner day into one workspace where the household is a Strkr account, the plan deliverables live in the native Documents wiki, the engagement letter is a Contracts record, meeting notes and tasks live on the household timeline, and Strkr AI drafts the first pass of every meeting summary and follow-up list the planner otherwise types from scratch after a one-hour review.
Fragmented household record
The household lives in six tools, not one.
A single household has a Redtail or Wealthbox contact record, an eMoney or RightCapital plan, an Orion or Black Diamond performance view, an engagement letter in DocuSign, a Google Drive folder of deliverables, and an Outlook calendar of meetings. The planner tab-switches across six surfaces to pull the picture together before every client call. Strkr renders the household as one Strkr account with the contact graph, the plan documents, the engagement contract, the meeting history, the task list, and the ongoing-service checklist on one record. The planner opens the household and the whole arc is there in one scroll instead of six logins.
Meeting cadence drops
The quarterly check-in slips and I find out in month six.
Each household carries a scheduled cadence of annual review, quarterly check-in, mid-year rebalance, year-end tax conversation, and the family-event touches in between. On a 120-household book the next-touch dates scatter across Outlook, a yellow pad, and a Google Sheet. The planner misses the Q2 check-in on a mid-tenure household and finds out at the Q3 review when the client asks why nothing moved. Strkr Flows build the cadence into the household record with next-touch dates, overdue surfacing on the planner home, auto-scheduled nudges, and a daily review feed that puts every slipping household on the morning queue instead of a quarter after it went cold.
Plan deliverables scatter
The IPS lives on Google Drive and the client never finds it.
The Investment Policy Statement, the retirement projection, the estate overview, the insurance review, and the tax-planning memo are the plan deliverables the planner ships every year. The common pattern dumps them into a Google Drive folder nested four levels deep that the client cannot find and the planner cannot search across. Strkr Documents is a native wiki per household and per firm template library with versioning, search, client-share, and a signed-link audit trail so the IPS is one click away for the planner and the client, not a nested-folder archaeology dig.
Meeting notes die in Word
My one-hour meeting turns into two hours of note cleanup.
A one-hour planning meeting generates thirty bullet points of context, five follow-up tasks, two document updates, and a next-touch date. The planner types all of that into Word after the meeting and copy-pastes the task list into Redtail. The follow-up ships late because the note cleanup took longer than the meeting. Strkr AI drafts the meeting summary from the recorded or dictated conversation, extracts the tasks, writes the follow-up email, and proposes the next-touch date. The planner edits the draft in five minutes and the household is up to date before the client leaves the parking lot.
Ongoing service list drifts
Twelve service items per household and I remember eight.
The ongoing-service list per household (RMD confirmation, beneficiary review, insurance renewal check, 529 contribution window, Roth conversion window, tax-loss harvest sweep, estate-document review, state residency check, Social Security filing window, charitable giving conversation, concentration-position check, and the planner-specific extras per firm) is a dozen recurring touches the planner tracks by memory. Strkr renders the ongoing-service list as a native checklist per household with per-item cadence, per-item owner, overdue surfacing, and audit-logged completion via Flows and Contracts so the firm has a service-standard record and the planner never guesses what is overdue.
Hand-off to CSA and junior planner
My associate rebuilds the picture from zero on every ticket.
The Client Service Associate and the junior planner handle the beneficiary update, the money-movement request, the Roth conversion paperwork, and the account-opening operations that the lead planner delegates. In the common stack the associate opens a ticket in a service tool and rebuilds the household context from scratch. Strkr renders the household with role-aware views so the CSA sees the operations lane with the money-movement history, open tickets, and account registrations front and center, and the junior planner sees the plan context and the delegating planner note without a hand-off meeting.
Household family-event memory
The grandkid birthday I meant to note last March is gone.
A practitioner planner knows the client's children by name, the grandkid birthdays, the aging-parent situation, the vacation home purchase that is six months out, and the family-business succession conversation that keeps circling. In Redtail those notes die in the activity stream. Strkr renders a native family-event timeline on the household record with structured fields for family-member identities, aging-parent context, succession context, upcoming life events, and the planner-maintained relationship notes that make the next meeting feel like a continuation, not a cold restart.
How Strkr fits the planner day
The primitives practitioner planners actually run on.
Strkr for financial planners ships the same CRM every other role at the firm runs, with role-aware views shaped around the practitioner planning motion. The primitives below line up with the planner weekly rhythm: three to five planning meetings per day on average, a running task queue per household, a document library of plan deliverables, an engagement contract per client relationship, an ongoing-service checklist that runs on cadence, and the Flows that keep the next-touch dates on schedule across a 60 to 150 household book.
Household account
The household is one record, not six logins.
The household lives as a Strkr account with the primary contact, the spouse or partner, the dependent family members, the trusted contact, the CPA and attorney referrals, the engagement contract, the plan documents, the meeting history, the ongoing-service checklist, and the role-aware operations lane for the CSA on the same record. The planner opens the household and the whole arc is one scroll.
Meeting workflow
Click to join, auto-record, and Strkr AI drafts the summary.
Every scheduled planning meeting ships with a click-to-join link, a consent-captured recording option, and a Strkr AI first-draft summary that extracts the discussion points, the open questions, the tasks the planner committed to, the client follow-ups, and the next-touch date. The planner edits the draft in five minutes and the household is up to date before the next meeting on the calendar starts.
Documents wiki
The IPS, the plan, the estate overview on the record.
Strkr Documents is a native wiki per household and a firm-wide template library. The Investment Policy Statement, the retirement projection narrative, the estate overview, the insurance review, the tax-planning memo, and the firm Form ADV disclosure sit on the household with version history, search, client-share links, and an access audit log. The planner never searches a nested Google Drive folder again.
Contracts
Engagement letter and annual service agreement on the record.
The engagement letter and the annual service agreement live as Strkr Contracts tied to the household with native DocuSign and PandaDoc integrations, countersigned PDF stored on the record, renewal date tracked, and an audit log of what was signed and when. The planner answers the client question about the fee schedule from the record, not from a seven-year-old email.
Task queue
A per-household list that lives on the record.
Every follow-up, every money-movement request, every beneficiary update, and every account-opening step lives as a task on the household record with owner, due date, priority, and a parent reference to the meeting or signal that triggered it. The planner home page shows the overdue queue across the whole book so the slipping tasks surface on the morning review instead of a quarter later.
Ongoing-service checklist
The dozen recurring touches per household, tracked.
The ongoing-service list ships as a native checklist per household with per-item cadence (annual, semi-annual, quarterly, event-driven), per-item owner (lead planner, junior planner, CSA), overdue surfacing, and audit-logged completion. The RMD confirmation, the beneficiary review, the insurance renewal check, the 529 contribution window, the Roth window, and the tax-loss harvest sweep run on cadence instead of planner memory.
Email and calendar
Native Outlook and Gmail sync on every household.
Every email thread with the client, every calendar event, every meeting invite, and every attached document lands on the household timeline with role-aware visibility. The planner opens the household and the last three email exchanges are inline on the record. The CSA opens the same household and the money-movement thread is on the operations lane.
Mobile and offline
The planner walking into a client dinner has the record.
Strkr mobile is first-class with offline queue, voice-note capture, task edit, and the family-event timeline on the phone. The planner walking into a Thursday evening client dinner opens the household on the way in, taps the family-event summary, dictates a voice note on the way out, and the record is up to date before the car hits the highway.
Role-aware views
Lead planner, junior planner, CSA on one record.
The same household record renders a planning view for the lead planner (plan deliverables, meeting history, family-event timeline), a delegating view for the junior planner (open tasks and the lead planner note), and an operations view for the Client Service Associate (money-movement history, open service tickets, account registrations). One record, three roles, zero hand-off meetings.
The planning year on the household record
Annual review, quarterly check-in, tax window, year-end on cadence.
The planning year is not a pipeline, it is a cadence. The planner carries the household through the annual review conversation, the quarterly performance check-in, the mid-year rebalance pass, the tax-loss harvest window, the year-end Roth conversion window, the RMD confirmation deadline, the insurance renewal date, and the family-event touches that fall between. Strkr builds the planning year into the household record as scheduled flows, surfaced overdue items, and audit-logged completion so the practitioner planner carries a 120-household book without a single quarterly check-in slipping through the cracks.
Annual review
The yearly plan refresh scheduled on the household.
Every household carries an annual-review anniversary date on the record. Strkr Flows auto-schedules the meeting invite 45 days out, pre-generates the review agenda from the plan deliverables, drafts the first-pass performance narrative, and surfaces the open follow-up items from the prior year. The planner walks into the annual review with the full picture pre-built instead of three hours of prep the Sunday before.
Quarterly check-in
The 15-minute market and goals touch on cadence.
Each household carries a quarterly check-in cadence that fires 10 days before the quarter closes. The flow schedules the touch, drafts the market commentary from the firm template, pulls the household's goal-progress narrative, and routes the agenda for lead-planner review before the client sees it. The 120-household book runs a full quarterly cycle without the planner tracking the dates by hand.
Mid-year rebalance
Allocation drift surfaces on the household queue.
The planner-defined allocation-drift threshold is a field on the household record. When the quarterly performance file lands and the drift exceeds the threshold, a flow surfaces the household on the planner rebalance queue with the current allocation, the target allocation, and the proposed trade list staged for lead-planner review. The planner answers twelve rebalance decisions in an hour instead of running a report, scrolling, and emailing the trade desk.
Tax-loss harvest window
The Q4 harvest sweep runs on the record.
In the Q4 harvest window, a flow surfaces every taxable-account household with an unrealized loss position above the planner-defined threshold, routes the proposed harvest trades for review, logs the completed harvest on the household record, and schedules the 31-day repurchase-safe reminder on the next-touch date. The firm runs a complete harvest sweep across the book without a Google Sheet.
Year-end Roth conversion
The conversion ladder on the household.
The Roth conversion ladder is a native structured field on the household with the current-year conversion target, the tax-bracket headroom to the next bracket, the state-tax impact, and the five-year conversion plan. The year-end window surfaces every household with available conversion headroom on the planner queue 60 days before year end. The planner has every conversation lined up in October instead of scrambling in late December.
RMD confirmation
Required distributions surface before the deadline.
Every household with a Required Minimum Distribution obligation carries the current-year RMD target, the year-to-date distribution amount, and the remaining-balance due as structured fields. A flow surfaces the household on the planner queue when the remaining balance is still outstanding 60 days before the IRS deadline so the distribution is scheduled, confirmed, and audit-logged before the window closes.
Insurance renewal
Life, disability, and umbrella renewal on cadence.
The life, disability, long-term care, and umbrella policy renewal dates are structured fields on the household. A flow surfaces the renewal 90 days out, drafts the review-conversation agenda, and schedules the touch so the client never finds out at renewal that the coverage no longer matches the current household balance sheet. The planner handles the review conversation as part of the planning cadence, not a surprise.
Family-event touch
The grandkid birthday is a scheduled touch.
The family-event timeline on the household renders birthdays, anniversaries, aging-parent milestones, and client-communicated upcoming events as scheduled touches on the planner cadence. The planner sends the birthday note the day of, not the day after. The practitioner-planner relationship stays warm across years of ongoing service without a yellow-pad reminder system.
Strkr AI across the planner day
The practitioner augmentations that compound into hours a week.
The practitioner planner job is not just a meeting-and-cadence job, it is a reading-and-synthesizing job. The planner reads the market commentary, synthesizes the household implications, writes the quarterly letter, drafts the review agenda, summarizes the meeting conversation, extracts the task list, writes the client follow-up email, drafts the firm-template memo, and reviews the junior planner work. Strkr AI assists on every synthesis step with a first-pass draft the planner edits in minutes instead of writing from scratch across the week.
Meeting summary draft
A one-hour meeting into a five-minute edit.
Strkr AI drafts the meeting summary from the recorded or dictated conversation with the discussion points, the planner-committed tasks, the client follow-ups, the next-touch date, and the structured family-event updates captured in context. The planner edits the draft in five minutes and the household is current before the next meeting starts. The one hour of post-meeting cleanup collapses to a daily thirty-minute editing pass across all the day's meetings.
Follow-up email draft
The post-meeting email ships the same hour.
Strkr AI drafts the post-meeting client email from the summary, the committed tasks, the next-touch date, and the firm-tone template. The planner edits the draft and ships the email the same hour the meeting ended. The common pattern of "I will send you a summary this week" collapses to the summary landing in the client inbox before the planner leaves the office that evening.
Review agenda prep
Annual review prepped in minutes, not three hours.
For the annual review, Strkr AI pulls the prior-year follow-up items from the household record, synthesizes the goal-progress narrative, drafts the market-and-allocation commentary from the firm template, surfaces the family-event updates since the last review, and proposes the discussion agenda. The planner reviews the draft in 20 minutes instead of three hours of Sunday-afternoon prep.
Quarterly letter draft
The firm-template letter personalized per household.
The quarterly client letter runs on a firm template with the market commentary, the firm positioning, and the household-specific goal narrative. Strkr AI personalizes the firm template per household with the household-specific allocation notes, the recent planning actions, and the next-touch preview. The planner reviews the draft on each household in a minute instead of writing the letter from scratch per household.
Family-event capture
Dictated notes land as structured fields.
The planner dictates the mid-meeting note (grandchild name, aging-parent context, upcoming vacation home purchase, succession conversation progress) and Strkr AI captures it as structured family-event timeline entries on the household, not a free-text note that dies in the activity stream. The structured capture compounds into a decade-long relationship memory the planner can scroll on demand.
Household risk signal
The planner queue surfaces attention-worthy households.
Strkr AI reads the household record (missed touch cadence, overdue tasks, open money-movement, client-communicated concerns, family-event signals) and surfaces attention-worthy households on the daily planner review. The planner catches the mid-tenure client sliding toward a competitor three months before the resignation conversation instead of after.
Flows for the practitioner planner motion
Automations across meeting cycle, deliverables, and service list.
The best practitioner planners automate the administrative drag between client touches so the hours left in the week stay on the household conversation that only a human planner can run. Strkr Flows cover the automations every planning practice should run as native triggers with no webhook plumbing. The pattern compounds into a cleaner household record, a tighter meeting cadence, and a service standard the firm principals can audit across the whole book.
Next-touch date
Every meeting sets the next-touch date on exit.
When a meeting summary is finalized on a household, a flow writes the next-touch date to the household record, schedules the calendar reminder for the planner, and pre-stages the follow-up email draft on the task queue. The planner never leaves a meeting without the next touch on the calendar.
Overdue cadence
Slipping households surface on the morning queue.
A daily flow checks every household against the scheduled cadence. Households with an overdue annual review, quarterly check-in, or ongoing-service item surface on the planner morning queue with the overdue count, the days-since-last-touch, and the suggested next-touch window. The planner clears five overdue items before the first client call starts.
Meeting prep auto-build
The pre-meeting brief fires 24 hours out.
A flow fires 24 hours before every scheduled client meeting. It pulls the prior meeting summary, the open follow-up items, the recent email thread, the family-event updates since the last touch, and the Strkr AI draft agenda into a pre-meeting brief on the household record. The planner reviews the brief in 10 minutes the morning of the meeting instead of a Sunday-afternoon prep block.
Document version lock
The IPS gets a version stamp on every edit.
When a plan deliverable (Investment Policy Statement, retirement projection, estate overview) is edited on the household Documents wiki, the flow stamps a version, logs the editor, records the client-share state, and surfaces the diff on the household timeline. The planner answers the client question about the prior IPS version from the record, not from a Google Drive version history scroll.
Engagement renewal
Annual service agreement renewal routes on cadence.
The engagement letter and annual service agreement renewal dates on the Contracts record fire a flow 60 days before expiration. The flow drafts the renewal document, routes for internal review, and schedules the client conversation. The service standard renewal never slips past the anniversary quietly.
Service-list audit
The firm principals audit the service standard.
A monthly flow runs the ongoing-service checklist completion rate across the whole book, surfaces households with lagging service items, and generates the firm principals' service-standard audit report. The principals review the firm service delivery from the record, not from a planner-maintained spreadsheet. All completed items carry audit-logged timestamps on the household via Flows and Contracts for the firm's internal review trail.
CSA hand-off
Money movement and account opening route to operations.
When the planner commits a money-movement, Roth conversion, beneficiary update, or new-account registration on the household, a flow routes the operations ticket to the Client Service Associate with the household context, the planner-committed instruction, and the client-signature state. The CSA runs the operations lane without a hand-off meeting and the household record stays the single source of truth.
Junior planner delegation
Lead planner delegates and the context travels with the work.
When the lead planner delegates a plan-build or a review-prep task to the junior planner, a flow surfaces the household context, the plan deliverables, the recent meeting history, and the delegating planner note on the junior planner queue. The junior planner opens the household with the full picture instead of a one-line Slack message.
Head-to-head
Strkr for financial planners vs the Redtail + eMoney + Google Drive + Outlook stack.
A typical practitioner planning practice runs Redtail or Wealthbox for the contact record, eMoney or RightCapital for the plan, Orion or Black Diamond for the performance view, DocuSign for engagement letters, a Google Drive folder for deliverables, Outlook for the meeting cadence, and a planner-maintained task list for everything in between. Strkr collapses the practitioner day into one workspace with the household as a Strkr account, the plan deliverables in Documents, the engagement letter as a Contract, meeting notes on the timeline, and Strkr AI drafting every synthesis step the planner otherwise types from scratch.
What matters
Strkr
Redtail + eMoney + Google Drive + Outlook
Number of tools planner opens before a client meeting
1 (Strkr)
5 to 7 (CRM, planning tool, performance tool, drive, calendar, email, task list)
Household record coverage
Contacts, plan docs, contracts, meetings, tasks, service list, operations lane on one record
Contact record only; plan, docs, meetings, tasks scattered across five other tools
Meeting notes workflow
Strkr AI drafts summary, extracts tasks, writes follow-up email, sets next-touch date
Planner types notes in Word, copy-pastes task list, drafts follow-up by hand
Plan deliverable storage
Native Documents wiki per household with version, search, client-share, access audit log
Google Drive folder nested four levels deep, no versioning, no search across book
Engagement letter and annual service agreement
Native Contracts record with DocuSign and PandaDoc, renewal date tracked, audit log
DocuSign email with signed PDF living in a drive folder, renewal date in a spreadsheet
Meeting cadence tracking
Flows build annual review, quarterly check-in, service-list cadence into the record
Outlook recurring events plus planner-maintained spreadsheet of next-touch dates
Ongoing-service checklist
Native per-household checklist with cadence, owner, overdue surfacing, audit-logged completion
Planner memory plus a Google Sheet nobody updates between quarterly reviews
Family-event memory
Structured family-event timeline with birthdays, aging-parent context, succession notes
Free-text notes that die in the Redtail activity stream after two months
Role-aware views for CSA and junior planner
One record, three roles (lead planner, junior planner, CSA) with role-shaped lanes
Separate ticketing tool for operations, no shared record for the junior planner
Firm principals' service standard audit
Monthly flow surfaces lagging service items and generates audit-logged completion report
Principals ask planners for spreadsheet reports once a quarter and hope they are current
See the CRM financial planners actually run the book from.
Start a 14 day trial with the full practitioner planning stack enabled: household record with role-aware views, Documents wiki for IPS and plan deliverables, Contracts for the engagement letter and annual service agreement, Flows for the annual review and ongoing-service cadence, Strkr AI for the meeting summary and the quarterly letter draft, and native Gmail and Microsoft 365 sync. The pricing page lays out the per-seat line in full, and the automations feature page shows the Flow surface for the cadence work if that is the piece to pressure-test first.
How does Strkr fit a 120-household book without a dedicated CRM admin on staff?
Strkr is built for RIAs and planning practices in the 10 to 100 person range running the practitioner planning motion. The primitives practitioner planners run on (household record, Documents wiki, Contracts, Flows for meeting cadence, ongoing-service checklist, Strkr AI for meeting notes) are self-serve for the planner and the firm principal inside the permission matrix. A new household template, a new annual-review flow, or a new service-list item ships the hour it is needed with an audit trail. A 120-household book runs on the primitives without a Salesforce admin on staff.
Does Strkr replace eMoney or RightCapital for the financial plan itself?
Strkr does not replace the planning engine. eMoney, RightCapital, MoneyGuidePro, and NaviPlan remain the engines that run the Monte Carlo projection, the cash-flow model, the tax projection, and the plan math. Strkr is the household record of truth where the plan deliverables (the Investment Policy Statement narrative, the retirement overview, the estate summary, the insurance review, the tax-planning memo) live as native Documents, where the engagement letter lives as a Contract, where the meeting history lives on the timeline, and where the ongoing-service checklist runs on cadence. The planning engine stays the planning engine. Strkr is the layer that collapses the six-tool household into one record.
How does Strkr handle the performance view that Orion or Black Diamond provides today?
The portfolio accounting and performance view stays with Orion, Black Diamond, Addepar, or Tamarac. Strkr pulls the key household-level metrics (current allocation, allocation drift, year-to-date return, income breakdown) through a scheduled import and surfaces them on the household record for the meeting prep and the quarterly letter. The planner opens the household in Strkr and the current allocation is on the record. The deep performance drill-down stays in the portfolio accounting system. The planner stops tab-switching for the top-line allocation question but keeps the specialized tool for the deep performance analysis.
Can the Client Service Associate and the junior planner share the same household record without stepping on each other?
Yes. The household record renders role-aware views so the lead planner sees the planning lane, the junior planner sees the delegating lane, and the Client Service Associate sees the operations lane on the same record. Role-aware permissions scope what each role can edit (the CSA writes to the operations lane and the money-movement ticket log, the junior planner writes to the plan-build and review-prep queue, the lead planner has full edit) with an audit trail of every change. The three roles work the same household without a hand-off meeting and without stepping on the other role's lane.
How does Strkr handle the regulatory audit trail for client communications and plan deliverables?
Strkr Flows and Contracts log every state transition, every document version, every engagement letter signature, every meeting summary finalization, and every service-list completion with timestamp, author, and reason code where configured. The firm principal pulls the audit trail per household or across the book on demand. Strkr does not make representations about SEC or FINRA compliance beyond the audit logging the Flows and Contracts features generate. The firm Chief Compliance Officer should pair Strkr with the specialized books-and-records archival tool (Smarsh, Global Relay, MyRepChat) the firm already runs for the regulatory retention and supervision program, and Strkr integrates with the archival tool through the standard email and messaging bridge.
Why not just use the Wealthbox or Redtail stack the firm already runs?
Wealthbox and Redtail are contact records with an activity stream. They do not carry the plan deliverables as native Documents, they do not carry the engagement letter as a Contract with a renewal date, they do not carry the ongoing-service checklist with per-item cadence and audit-logged completion, they do not render role-aware views for the Client Service Associate and the junior planner, they do not draft the meeting summary and the follow-up email with Strkr AI, and they do not run Flows that build the annual review, the quarterly check-in, and the tax-loss harvest window into the record. Strkr is the practitioner-planner workspace that collapses the six-tool household into one record. The firm principal gets a service-standard audit across the whole book instead of a quarterly request for a planner-maintained spreadsheet.
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.
We use cookies.
Essential cookies keep the site working. If you accept, we also enable Google Analytics
so we can see which pages help and which don't. Reject to opt out entirely. Details in our
Privacy Policy.
