Financial advice work runs on households, held-away assets, suitability documentation, and a compliance archive that survives a SEC or state audit. Strkr ships a CRM shaped around that reality with the open API an advice firm needs to tie to the custodian, the planning tool, and the compliance archive.
An advice firm evaluating CRM platforms (Redtail, Wealthbox, Salesforce Financial Services Cloud, Practifi, Junxure, SmartOffice, Advyzon) walks into the evaluation with four distinct concerns. The household model has to work. The custodian tie has to work. The compliance archive has to work. The seat pricing cannot be the Salesforce FSC number. The pain points below are what Strkr onboarding hears on every advice firm platform evaluation.
A household is one financial unit with multiple individuals, multiple accounts, and shared financial decisions. A CRM that treats each individual as a separate contact without rollup forces the advisor to toggle between four or five records to see the full picture. Strkr ships household as a first-class object with aggregate asset-under-management rollup, shared relationship tier, and household-level engagement history across all linked individuals.
A client has $420,000 under management with the firm, a $380,000 401k at a prior employer the firm does not custody, a $220,000 brokerage account at a different custodian, and three real-estate holdings. The firm advises on all of it. The CRM has to track held-away positions distinctly from custodian positions, with sync source clearly labeled, so the advisor sees the full balance sheet. Strkr models account by custody status (custodied, held-away, outside) with asset type tag and net-worth rollup.
Suitability documentation (investment policy statement, risk tolerance questionnaire, financial plan) tends to live in a mix of Dropbox folders, planning tool PDFs, and the advisor memory. On an audit the compliance officer has to reconstruct the trail from scattered sources. Strkr attaches suitability documents to the household record with document type, approval date, and reviewer signature as structured fields.
A SEC or state examination examines client communication records, meeting notes, suitability documentation, and investment decisions. A CRM that cannot produce a complete audit trail puts the firm at compliance risk. Strkr audit log captures every record read, record write, email send, document access, and AI call with 90-day default retention tunable per tenant to the SEC-recommended ceiling. Smarsh and Global Relay archive integration available through the standard webhook spec.
Salesforce Financial Services Cloud runs $300 per user per month plus required Advisor and Enterprise feature packages that push the total above $450 per user per month. For a 40-advisor firm the annual CRM license runs $216,000. Strkr runs $29 to $119 per user per month flat with the household, held-away asset, suitability, and compliance capabilities included. For the same 40-advisor firm the annual spend runs $28,000 to $57,000.
An advice firm ties to Schwab, Fidelity, LPL, or Pershing for custody; MoneyGuidePro, eMoney, Right Capital, or Advyzon for planning; Riskalyze for risk tolerance; Orion or Tamarac for performance reporting. Most CRMs force a 42-CSV-export-per-month ritual to keep records synced. Strkr integrates through the standard webhook spec with HMAC signing and the published OpenAPI spec so the sync runs automatically.
The default CRM schema does not map to advice work. Strkr ships a tunable advice firm schema with Household, Individual, Account, Position, Suitability Document, Planning Milestone, and Compliance Event as first-class objects. The admin can rename or extend anything. The default lands close to where most advice firms settle.
A household in Strkr links individual records with roles (primary client, secondary client, dependent, trust beneficiary, business entity owned). The household carries aggregate AUM, aggregate net worth, relationship tier, risk tolerance, service tier, and the primary advisor assignment.
An individual record carries personal data (date of birth, Social Security number scoped to the role model, employment, income), relationship role (spouse, child, parent, business partner), suitability profile, and preference data (contact cadence, communication channel).
An account ties to the individual or household with custody status (custodied with the firm, held-away at another custodian, outside the planning scope), account type (IRA, Roth, taxable, 401k, 529, HSA, trust, custodial), balance, and sync source. Positions roll up to the account.
Positions attach to the account with ticker, shares, cost basis, acquisition date, and current value. Positions sync from the custodian through the standard webhook spec. For held-away accounts the firm can configure manual entry or Plaid-based sync for the data refresh.
Suitability documents attach to the household with type (investment policy statement, risk tolerance questionnaire, financial plan, estate plan, insurance review), approval date, reviewer signature, next review due date, and version history. The compliance archive sees the full history.
Planning milestones attach to the household with target date, target amount, current progress, assumed return, and progress commentary. The milestone drives the quarterly review conversation agenda.
Compliance events log key firm actions (trade placed, suitability check completed, disclosure sent, Reg BI acknowledgment captured) with timestamp, user, and context. The event stream feeds the audit log and the external archive.
An advice firm runs a stack. Custody at Schwab, Fidelity, LPL, or Pershing. Planning at MoneyGuidePro, eMoney, Right Capital, or Advyzon. Risk at Riskalyze. Performance at Orion or Tamarac. Strkr integrates with each through the standard webhook spec with HMAC signing and the published OpenAPI spec. The CRM becomes the hub without the firm rebuilding the stack.
Custodian sync pulls account balances, positions, and transactions on a scheduled refresh (nightly, intraday depending on custodian). For Schwab Advisor Center the common refresh runs every 90 minutes during market hours. The firm sees current balances in Strkr without logging into the custodian site.
The planning tool handoff pushes household data from Strkr to the planning tool and pulls the generated plan back as a document attached to the household. The advisor edits the plan in the planning tool and the Strkr record stays current.
Riskalyze score pulls into the household record with the portfolio-vs-tolerance match flag. For households drifting out of alignment the dashboard surfaces a reconciliation alert that drives the next advisor conversation.
The performance reporting tool stays as the source of truth for performance numbers with Strkr pulling the summary metrics (time-weighted return, year-to-date, since-inception) onto the household record. Advisor meeting prep sees performance alongside relationship context.
Email, SMS, and document archive feeds Smarsh, Global Relay, or Erado through the standard webhook spec. The archive provider holds the SEC-compliant long-term record. Strkr keeps 90-day default retention tunable per tenant for operational access.
The document management tool ties through the standard webhook spec with Strkr sending the signed documents and metadata to the DMS and pulling document pointers for operational access. The DMS retains the source document.
For firms running AUM-based billing the custodial fee feed or billing tool integration pulls fee data into Strkr for revenue reporting at the household and advisor level. The CFO sees revenue by advisor, by service tier, and by household.
An advisor spends hours per week on meeting prep, meeting recap, client follow-up, and quarterly review preparation. Strkr AI drafts in a professional advice voice with retrieval scope strictly scoped to the household and the advisor. The AI Enhancement module is a $49 per month add-on with 5,000 Strkr AI calls included and $0.012 per call overage. The buyer never picks a model.
Before a client meeting Strkr AI drafts a three-page prep brief with household composition, aggregate AUM, recent portfolio changes, planning milestone progress, suitability profile, open follow-ups, and three recommended discussion topics. The advisor reads on the drive in or over coffee.
After a meeting the advisor dictates a two-minute voice note. Strkr transcribes and Strkr AI drafts a structured meeting recap with discussion points, decisions, next steps, and compliance-relevant disclosures. The advisor approves and the recap attaches to the household record and the compliance archive.
Strkr AI drafts the client-facing recap email from the meeting notes with the discussion summary, agreed next steps, and attached documents. The advisor tunes and sends. The communication cadence lifts without eating advisor evenings.
For the quarterly review Strkr AI drafts the agenda, the performance narrative, and the planning-milestone update draw directly from the household record and the connected performance tool. The advisor finalizes the deck in the firm template.
For transactions triggering Reg BI disclosures Strkr AI drafts the disclosure language from firm templates and the trade specifics. The compliance officer reviews and sends. The disclosure attaches to the compliance event log.
After a prospect intake meeting Strkr AI drafts a summary with household composition, financial situation, stated goals, risk tolerance signals, and recommended service tier. The advisor reviews and routes to the proposal workflow.
The common advice-firm CRM contenders split into enterprise (Salesforce FSC, Practifi), SMB (Redtail, Wealthbox, SmartOffice), and mid-market (Junxure, Advyzon). The comparison below is Strkr versus the typical enterprise-tier advice CRM on the capabilities that matter.
| Feature | Strkr | Enterprise-tier advice CRM |
|---|---|---|
| Household as first-class object | Native with aggregate rollup. | Household as a workaround on top of account. |
| Held-away asset tracking | Custody status field on account object. | Custom field or add-on module. |
| Suitability document workflow | Structured with reviewer and renewal date. | Document attached to account. |
| Compliance archive tie | Smarsh and Global Relay via webhook. | Partner marketplace add-on. |
| Custodian sync | Schwab, Fidelity, LPL via standard spec. | Vendor-specific or marketplace. |
| Pricing per advisor seat | Twenty-nine to 119 per month flat. | Three hundred to 450 per month typical. |
| Compliance audit log | Record read and write with retention. | Record write only. |
| AI drafted meeting prep and recap | Available on AI Enhancement add-on. | Separate AI license per user. |
| Open API and webhook spec | REST, GraphQL, HMAC-signed webhooks. | Partner-managed integrations only. |
The patterns below are what Strkr onboarding sees across advice firm platform evaluations, including firms coming off Salesforce FSC, Redtail, Wealthbox, and homegrown stacks.
A 40-advisor RIA ran Salesforce Financial Services Cloud at $420 per user per month with a Salesforce admin on staff running a $140,000 annual customization budget. Strkr onboarding ran a 32-business-day migration consolidating the household model, custodian sync (Schwab Advisor Center), and compliance archive (Smarsh). Annual CRM spend dropped by 71 percent. The Salesforce admin seat retained with scope shift to data analytics work.
A 14-advisor boutique RIA on Redtail wanted deeper AI assistance and tighter planning tool tie with eMoney Pro. Redtail AI module ran $20 per user per month add-on. Strkr AI Enhancement at $49 per month flat for the firm covered the full roster with 5,000 Strkr AI calls included. The eMoney Pro webhook tie landed in a two-week engineering sprint. Advisor meeting prep time dropped by about 90 minutes per week per advisor.
An 85-advisor firm evaluated Practifi against Strkr and Advyzon. Practifi priced at $240 per advisor per month on a shared Salesforce stack with required Practifi professional services engagement. Strkr quoted $59 per advisor per month on Pro with a 40-business-day migration. Advyzon quoted $75 per advisor per month with the planning tool included. The firm picked Strkr on the open API posture needed for the firm Riskalyze and Orion tie, and the quarterly review AI drafting.
A 24-advisor hybrid RIA affiliated with LPL ran under the LPL broker-dealer compliance umbrella with Riskalyze for risk tolerance and MoneyGuidePro for planning. Strkr onboarding configured the LPL ClientWorks sync, the Riskalyze score pull, the MoneyGuidePro handoff, and the Smarsh compliance archive. The migration ran in 24 business days. Compliance review cycle time dropped from 11 days to 3 days.
A multi-generational family office served 32 households with a mix of individual, trust, and family-partnership entities. Strkr household modeling handled the entity hierarchy with Primary Household linked to Child Households linked to Trust Entities. The reporting rolled up at the family level and down to the individual trust. The chief client officer gained visibility across the full family book without a bespoke BI build.
Book a 30 minute call. We will walk through the household model, the custodian sync, and the compliance archive with your actual household composition and tech stack.
Strkr ships the household model, held-away asset tracking, suitability document workflow, and compliance archive tie as first-class capability on a flat per-seat plan. Salesforce FSC prices around $300 to $450 per user per month and requires Salesforce admin resources for customization. Practifi runs around $240 per advisor per month on a shared Salesforce stack. Redtail and Wealthbox price between $45 and $99 per advisor per month and lack the deeper custodian sync and the household rollup. Strkr sits in the capability band of the enterprise contenders at the price band of the SMB contenders.
Yes. Strkr syncs with the major custodial platforms through the standard webhook spec with HMAC signing and the published OpenAPI spec. The common setup pulls account balances, positions, and transactions on a scheduled refresh. For Schwab Advisor Center the typical refresh runs every 90 minutes during market hours. For Fidelity Wealthscape, LPL ClientWorks, and Pershing NetX360 the typical refresh runs nightly with intraday for designated households. The sync lands in an engineering sprint of one to three weeks depending on custodian.
Strkr audit log captures every record read, record write, email send, document access, and AI call with 90-day default retention tunable per tenant to the SEC-recommended ceiling. For firms needing the full SEC and FINRA long-term archive (currently 5 to 7 years depending on record type) the Smarsh, Global Relay, or Erado archive integration pulls the compliance stream through the standard webhook spec. The archive provider retains the long-term record while Strkr handles operational access. Trade confirms, suitability docs, and client communication all feed the archive.
The household record parents the primary client, the secondary client, dependents, and trust entities. Each linked record has a role (primary client, secondary client, dependent, trust beneficiary) and the household rolls up aggregate AUM, aggregate net worth, service tier, risk tolerance, and relationship history. The advisor sees the full picture on the household record and can drill into any individual. Trust entities link separately for compliance scoping while rolling up to the household for relationship context. The model handles blended families and multi-generational households cleanly.
Strkr runs flat per seat at $29 on Starter, $59 on Pro, and $119 on Scale per user per month, with a 14-day trial. For a 20-advisor firm on Pro the monthly spend runs $1,180 for seats plus $49 for the AI Enhancement add-on if the firm wants AI drafted meeting prep and recaps. For a 100-advisor firm on Scale the monthly spend runs $11,900 for seats plus $49 for the AI module. The household model, held-away tracking, suitability workflow, custodian sync, and compliance archive tie are included in the seat price with no credit meter.
Strkr is SOC 2 Type II in progress with a target of 2026-Q4, GDPR and CCPA compliant today, and HIPAA compliant with a BAA available on request for firms with health-insurance-affiliated advice work. Integration tokens live in AWS KMS, platform credentials live in AWS Secrets Manager, and the audit log captures every record read and write with 90-day default retention tunable per tenant. SSO (SAML and OIDC) is live on Scale tier through Clerk, MFA with TOTP plus text-based verification is live across all tiers, and Verified Domains are live on Scale tier. Smarsh and Global Relay archive integration available through the standard webhook spec.
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.
