Wealth management work is relationship driven, AUM aware, and compliance scrutinized. Strkr ships a CRM shaped around households, AUM tracking, custody tie-ins, and compliance workflows with AI drafting that respects fiduciary voice.
Wealth management firms work with Salesforce Financial Services Cloud, Redtail, Wealthbox, or Junxure. The specialized surfaces solve some wealth problems and leave others, with a six-figure implementation partner retainer attached to the Salesforce path. The pain points below are what Strkr onboarding hears on every intake call with an RIA, wealth manager, or family office.
A wealth management household can span three generations, five brokerage accounts, two trust accounts, and 11 managed portfolios. The AUM number has to roll up to the household, not the individual account. Many CRMs model account and contact but not household. Strkr models household as a first-class object with member relationships, account aggregation, and consolidated AUM reporting.
The CRM-side AUM number drifts from the custody-side AUM number as market moves and the admin forgets to update records. The quarterly review conversation starts with 20 minutes of number reconciliation. Strkr pulls AUM through the standard webhook spec with HMAC signing from custody platforms (Schwab, Fidelity, Pershing, Interactive Brokers, Altruist) daily, so the CRM number matches the custody number.
RIA compliance requires ADV filings, Form CRS delivery, suitability review documentation, Reg BI compliance, and state-level books-and-records retention. A generic CRM has none of this. Strkr ships compliance workflow objects for ADV updates, Form CRS delivery tracking, suitability review documentation, and books-and-records retention with 7-year default tunable per state requirement.
New-client onboarding at a wealth firm takes 45 to 90 days from engagement letter through custody paperwork, suitability review, portfolio design, and funding. Each step has compliance documentation. Strkr ships the onboarding workflow with stage gates, document checklist per stage, and AI-drafted document chase email per outstanding item.
Family wealth transfers to the next generation every 25 to 35 years. The relationship built with the parent may not transfer to the adult children. Strkr tracks household membership with generation role (first generation, second generation, next generation, trust beneficiary) and relationship status so the advisor plans the next-generation relationship transfer deliberately.
A wealth advisor cannot send an AI draft that reads like a chatbot or implies specific recommendations outside the fiduciary review. Strkr AI drafts in a fiduciary-respecting voice with retrieval scope grounded in the client stated objectives, the suitability profile, and the firm investment philosophy. The audit log captures every AI call for compliance review.
The default CRM schema does not map to wealth work. Strkr ships a tunable wealth schema with Household, Account, AUM Snapshot, Suitability Review, ADV Record, and Onboarding Milestone as first-class objects. The chief compliance officer can rename or extend anything. The default lands close to where most RIAs eventually settle.
A household in Strkr carries primary member, spouse or partner, dependents, trust beneficiaries, generation role per member, consolidated AUM across all accounts, and relationship tier. The schema drives the right reporting granularity (household-level vs account-level) and the right AI retrieval scope automatically.
An account in Strkr carries custody platform (Schwab, Fidelity, Pershing, IB, Altruist, Betterment), account type (individual, joint, IRA traditional, IRA Roth, SEP, SIMPLE, 401k rollover, trust, UGMA, UTMA, 529), current AUM, cost basis, tax status, and household affiliation. The account drives the AUM aggregation and the suitability review scope.
AUM snapshots record daily account value from the custody feed with historical retention. The household-level AUM rolls up from the account-level snapshots. Historical AUM drives the retention trend view, the household lifetime value calculation, and the revenue projection for AUM-based fee structures.
A suitability review documents the client risk tolerance, time horizon, investment objectives, income needs, and liquidity constraints. The review object ties to the household and the account, with timestamp, reviewer, and compliance sign-off. Annual review reminders fire from the review object automatically.
The ADV record tracks ADV Part 1 filing dates, Part 2A brochure updates, Part 2B supplement updates per advisor, Form CRS delivery per household, and material change log. The record drives the automatic Form CRS delivery workflow and the ADV update reminder cadence.
An onboarding milestone tracks the new-client onboarding stages (engagement signed, suitability complete, custody paperwork submitted, custody paperwork approved, accounts funded, portfolio allocated, first review scheduled). Each milestone drives the document chase workflow and the chase email cadence per outstanding item.
Wealth management AI must respect the fiduciary standard, avoid implied recommendations outside the firm investment philosophy, and keep privilege-sensitive detail scoped. Strkr AI drafts with retrieval grounded in the client objectives and the firm philosophy. The buyer never picks a model, never configures a provider.
Before a quarterly review Strkr AI drafts a client prep brief with household AUM trend, recent account activity, suitability profile summary, upcoming financial milestones, and recommended discussion points. The advisor reviews, tunes, and brings the brief into the call.
After a quarterly review Strkr AI drafts the followup email summarizing the discussion, the action items (rebalance, update beneficiary, 401k rollover), and the next review schedule. The advisor reviews and sends. The followup moves from the day-after memory reconstruction to a same-day professional recap.
During new-client onboarding Strkr AI drafts chase emails for outstanding paperwork items (W-9, custody application, beneficiary designation, trust document, prior-advisor transfer form). The onboarding coordinator reviews and sends. New-client onboarding time drops meaningfully.
For annual suitability reviews Strkr AI drafts the review documentation from the prior-year review, recent account changes, and client stated objectives. The advisor reviews and signs. The compliance log captures the review as a documented suitability event.
When a next-generation member reaches engagement age Strkr AI drafts an introduction note from the lead advisor summarizing the household wealth history with the firm, the services available, and the recommended first conversation. The relationship transfers deliberately instead of fading.
When ADV Form CRS updates fire Strkr AI drafts the client delivery notice with the material changes highlighted. The compliance officer reviews and sends to the household list. The audit log captures every delivery for compliance posture.
The cards below are what the primary advisor views and the compliance officer views look like, with the AUM tracking, review cadence, and compliance posture driving the week.
The AUM trend view shows every household with 12-month rolling AUM, net flow (deposits versus withdrawals), market impact, and projected year-end AUM. The advisor scans for the households where market impact or flow pattern needs an outreach conversation.
The review cadence view surfaces every household with a scheduled or overdue quarterly, semi-annual, or annual review. Each card shows the last review date, the household AUM, and the recommended prep brief draft. The advisor works the queue to keep review cadence on schedule.
The onboarding pipeline surfaces every new-client engagement with current stage (engagement, suitability, paperwork, funding, portfolio) and days-in-stage. Clients stuck at a stage past the typical duration flag for intervention.
The compliance queue surfaces every outstanding compliance task: ADV updates due, Form CRS delivery pending, suitability reviews overdue, books-and-records retention events. The chief compliance officer runs the queue weekly to keep the compliance posture clean.
For firms on AUM-based fee structures the revenue projection view multiplies current AUM by fee schedule, with household-level and firm-level roll-ups. The managing partner uses the projection for capacity planning, hiring, and partner compensation forecasting.
The next-generation view surfaces households with first-generation members approaching generational transition age. The advisor plans next-generation outreach and relationship transfer deliberately, so the household stays with the firm across the generational handoff.
The comparison below is Strkr wealth posture versus Salesforce Financial Services Cloud, Redtail, Wealthbox, or Junxure applied to the same firm.
| Feature | Strkr | Wealth-specific CRM |
|---|---|---|
| Household aggregation | First-class with member and generation roles. | Native in some, custom in others. |
| AUM tracking from custody | Standard webhook spec with daily pull. | Vendor-specific feed, sometimes manual. |
| ADV and CRS workflow | First-class with automatic delivery. | Manual process common. |
| Suitability review workflow | With compliance sign-off and audit log. | Workflow but limited compliance tie. |
| Onboarding milestone tracking | Stage gates with chase email drafting. | Checklist without automation. |
| Implementation partner retainer | None. | $120,000 to $350,000 on FSC path. |
| Pricing posture | Flat $29 to $119 per seat. | Per-advisor tier plus modules. |
| Audit log for books-and-records | Record read and write with 7-year retention option. | Varies by vendor. |
| AI drafting in fiduciary voice | Grounded in objectives and firm philosophy. | Generic or absent. |
The playbooks below are patterns Strkr onboarding sees across wealth management deployments.
An 11-advisor RIA with $420 million AUM ran Wealthbox for CRM plus custody integrations through the Wealthbox marketplace. The chief compliance officer wanted deeper audit log retention and a tighter suitability review workflow. Strkr onboarding ran a 20-business-day migration with the household schema, AUM tracking from Schwab and Fidelity, and the suitability review workflow landing on day one. Monthly spend dropped by 38 percent.
A 40-advisor regional wealth firm with $1.8 billion AUM ran Salesforce Financial Services Cloud with a $12,000 per month implementation partner retainer and custody integrations through managed packages. Strkr onboarding ran a 28-business-day migration consolidating the FSC footprint into Strkr with the standard webhook spec for custody. Partner retainer closed. Monthly spend dropped by 61 percent.
A 24-advisor multi-family office served 180 ultra-high-net-worth households with multi-generation wealth, trust structures, and 11 custody relationships per household. Strkr onboarding ran a 32-business-day migration with the household schema, custody aggregation across 11 platforms, and the trust-beneficiary tracking. The quarterly review brief workflow with AI drafting reduced advisor prep time by about four hours per household per year.
A 12-advisor team broke away from a wirehouse to form an independent RIA with $380 million AUM. The team needed a CRM, a custody integration, a compliance workflow, and an onboarding stack on day one. Strkr onboarding ran a compressed 14-business-day migration with the full RIA stack configured. The team opened the RIA with the onboarding workflow driving the first 180 clients through the paperwork process.
A 60-advisor hybrid firm offered wealth management plus life insurance sales. Strkr onboarding configured custom objects for insurance policies alongside the AUM tracking, with cross-sell workflow between the wealth advisor team and the insurance team. The hybrid firm ran a unified household view with both AUM and insurance in-force coverage visible to the lead advisor.
Book a 30 minute call. We will walk through the wealth schema, the custody integration pattern, and the compliance workflow with your actual household base and AUM scale.
Strkr integrates with every major custody and portfolio-reporting platform through its standard webhook spec with HMAC signing and the published OpenAPI spec. The typical setup pulls daily account balances, cost basis, transaction history, and position data into the Strkr account record. For Schwab Advisor Center, Fidelity Wealthscape, Pershing NetX360, Interactive Brokers, Altruist, Orion Advisor Services, Black Diamond, and the common portfolio reporting platforms the integration lands in an engineering sprint. The result is CRM-side AUM that matches custody-side AUM daily.
Strkr models household as a first-class object with primary member, spouse or partner, dependents, trust beneficiaries, and generation role per member. Each account ties to a household affiliation with ownership type (individual, joint, custodial for a child, trust for a beneficiary). The household-level AUM aggregates across all member accounts, and the trust accounts carry a beneficiary relationship back to the household. The next-generation members get tracked separately with their own relationship status so the advisor can plan the relationship transfer deliberately.
Strkr runs flat per seat at $29 on Starter, $59 on Pro, and $119 on Scale. For a 24-advisor RIA on Pro the monthly spend runs $1,416 for seats plus $49 for AI Enhancement for a total of $1,465 per month. Salesforce FSC runs $150 to $300 per seat plus implementation partner retainer at $12,000 to $18,000 per month. Redtail prices around $99 per user per month. Wealthbox prices around $49 to $99 per user per month. Junxure prices higher at around $120 per user per month. Strkr sits comparable or lower on seat price with the full AUM, compliance, and onboarding workflow shipped out of the box.
The audit log captures every record read, record write, email send, document access, and AI call with 90-day default retention tunable per tenant up to the state-specific or SEC-specific requirement (typically 7 years for RIA books-and-records). Books-and-records export supports JSON and CSV for compliance archive, with per-record retention policy for compliance-sensitive records (ADV filings, Form CRS deliveries, suitability reviews, trust documents). For firms under state-specific requirements the retention policy can tune per record type.
Yes. The ADV record tracks ADV Part 1 filing dates, Part 2A brochure updates, Part 2B supplement updates per advisor, and Form CRS delivery per household. When material changes fire Strkr runs the automatic Form CRS delivery workflow with AI-drafted client notice, delivery through email or Strkr Messaging per contact preference, and audit log capture of every delivery event. The compliance officer reviews the delivery coverage before close of quarter to ensure every household received the current Form CRS.
The suitability review object documents client risk tolerance, time horizon, investment objectives, income needs, and liquidity constraints with timestamp, reviewer, and compliance sign-off. Annual review reminders fire from the review object automatically. For firms subject to Reg BI the review documentation ties to the broker-dealer rep registration and the fiduciary care obligation. The audit log captures every review event for compliance posture during SEC or state examination.
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