Built for financial planning firms

A financial planning firm CRM designed for the operations lead, not just the planner.

Planning firms past 6 advisors run a different motion than solo planners. The operations lead needs capacity planning across advisors, firm-level compliance workflow, revenue reporting across billing types, delegation workflows for junior advisors and paraplanners, and the practice-management view that no individual-planner CRM was built to surface. Strkr lands the firm-ops layer on the full planning workflow with FinServ-grade compliance on every seat.

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What this audience is actually dealing with

The pains that bring buyers here.

A financial planning firm past 6 advisors carries practice-management complexity that solo-planner CRMs were not written to handle. The operations lead needs to see firm-wide capacity (which advisor can take on 2 new clients this quarter and which is already at ceiling), firm-level revenue by billing type (flat-fee vs subscription vs AUM vs project), compliance workflow across the team (CCO queue, Marketing Rule approvals, outbound email routing), advisor onboarding sequences (new advisor ramp from day one to full book), and delegation workflows (planner draft to paraplanner polish to senior review). Six specific firm-ops gaps show up at the growing planning firm, each one driving the operations lead to look for a better fit.

Capacity planning is a spreadsheet

Nobody knows who has room for new clients.

A 10-advisor planning firm has advisors at wildly different capacity: one at 95 households and the ceiling, one at 60 and room, one just hired and ramping. The operations lead typically manages this in a Google Sheet with the numbers 2 to 3 weeks stale. Routing a new prospect to the right advisor becomes guesswork. Strkr runs capacity planning as a first-class view: each advisor's current client count, open plan engagements, projected hours per week, and headroom for new clients.

Compliance workflow is firm-wide

CCO queue, email routing, Marketing Rule.

A planning firm compliance workflow spans every advisor: outbound email routes to CCO for review on BD-affiliated advisors, Marketing Rule testimonial approvals queue firm-wide, books-and-records retention runs across all client interactions. Individual-planner CRMs do not model the firm-wide compliance surface. Strkr lands the firm-level compliance workflow with the CCO queue, the approval surfaces, and the retention clock running across the team.

Revenue reporting across billing types

Mixed billing is a mess.

A planning firm with 4 billing types (flat-fee annual, subscription monthly, AUM-based, project engagement) reports revenue across types with the CFO pulling from 2 to 4 systems. Flat-fee invoices in QuickBooks, Stripe subscriptions on their own dashboard, AUM billing in Orion, project engagements as one-off invoices. Strkr runs the firm-wide revenue report with each client's billing arrangement, next billing date, lifetime fee revenue, and the firm-wide revenue mix by type.

Advisor onboarding is informal

Day one to full book has no playbook.

A new advisor joining a planning firm needs the onboarding sequence: tools access, client book assignment (inherited book or build-your-own), compliance training completion, mentoring assignment, first plan engagements, and the ramp-to-full-capacity milestone sequence. Most firms run this informally. Strkr runs the advisor onboarding as a workflow with the sequence steps, the mentoring pairs, and the capacity ramp visible to the ops lead.

Delegation workflow is tribal knowledge

Planner to paraplanner to senior review.

A planning firm with paraplanners and senior advisors runs the delegation workflow: planner drafts the plan, paraplanner polishes the modeling and the data entry, senior advisor reviews before delivery. The handoff happens over Slack or Teams with no structured record. Strkr models the delegation workflow with the plan record carrying each stage, the assignee, the status, and the review notes so the hand-off is structured and the junior planner development visible.

The managing partner view

The firm scorecard is not auto-generated.

The managing partner wants a monthly scorecard: plans delivered, new clients added, revenue by type and advisor, client retention, compliance incidents, executed-advice rate across the firm. Most firms assemble this from 3 to 5 systems in a day of ops work. Strkr runs the managing partner scorecard as a scheduled dashboard, delivered to the inbox on the first Monday of the month with the firm-wide numbers assembled from the operating data.

What Strkr ships for the planning firm

Capacity, compliance workflow, revenue, delegation, onboarding.

A planning firm operations lead evaluates CRM on six capabilities: firm-wide capacity planning, firm-level compliance workflow, revenue reporting across billing types, advisor onboarding sequences, planner-to-paraplanner delegation workflow, and the managing partner scorecard. The cards below are the firm-ops capabilities Strkr ships on every FinServ-tier paid plan.

Capacity planning

Each advisor, current, projected, headroom.

The capacity dashboard shows each advisor's current client count, open plan engagements by stage, projected weekly hours (from the engagement estimates), and the headroom for new clients at the current pace. Routing a new prospect to the right advisor happens with the capacity data visible. The operations lead balances the book without guesswork.

Firm-wide compliance workflow

CCO queue, approvals, retention clock.

The firm-wide compliance workflow surfaces the CCO queue (outbound email reviews, Marketing Rule testimonial approvals, policy exception requests), the retention clock status across the team, and the compliance incidents log. The CCO runs the queue inside Strkr with each item's SLA visible. The managing partner sees the compliance posture at a glance for the quarterly review with the auditor.

Revenue reporting across billing types

Flat-fee, subscription, AUM, project unified.

The firm revenue report unifies flat-fee annual, subscription monthly, AUM-based, and project engagement billing into one view: revenue by type, revenue by advisor, revenue by client, next 90 days projected, and the aging on outstanding invoices. The CFO reconciles against the GL from Strkr with the billing-type breakdown preserved for the P&L segmentation.

Advisor onboarding sequence

Day one to full book workflow.

New advisor onboarding runs as a structured workflow: tools access, compliance training with completion tracking, client book assignment (inherited or build-your-own), mentor pairing, first plan engagements with over-the-shoulder review, and the capacity ramp milestones. The operations lead sees each new advisor's onboarding stage without a status meeting. Advisor time-to-full-book shortens meaningfully with the structured sequence.

Delegation workflow

Planner, paraplanner, senior review.

The plan record carries the delegation workflow: planner drafts, paraplanner polishes, senior advisor reviews before delivery. Each stage has an assignee, a status, review notes, and a time-in-stage. The paraplanner sees the queue of plans awaiting polish. The senior advisor sees the queue awaiting review. Junior planner development becomes visible because the review notes retain on the plan record.

Managing partner scorecard

The monthly firm view auto-generated.

The managing partner scorecard runs on a monthly cadence: plans delivered, new clients added, revenue by type and advisor, client retention rate, compliance incidents, executed-advice rate, and the firm NPS. The scorecard delivers to the partner inbox on the first Monday of the month with the data assembled automatically. The partner spends 20 minutes on the review instead of a day of ops work.

Role-based access and permissions

Advisor sees own book, ops lead sees all.

Role-based access gives each advisor visibility into their own book with the standard CRM features. Paraplanners see assigned engagements. The operations lead sees firm-wide capacity, revenue, and workflow. The CCO sees firm-wide compliance. The managing partner sees everything. Permission groups configure per role with granular control over client, financial, and compliance data visibility.

Team collaboration surfaces

Slack-style inside the CRM.

Firm collaboration lives inside Strkr: mentions on records, team channels for referrals and intros, document commenting on plans in review, and the shared firm feed for cross-advisor coordination. The planning firm does not need to flip to Slack for CRM-related conversation; the context stays with the record.

Flat per-seat pricing

Firm-ops features included on every tier.

Strkr pricing is per seat with the full product on every paid tier including capacity planning, firm-wide compliance workflow, revenue reporting, advisor onboarding, delegation workflow, and the managing partner scorecard. No firm-ops SKU, no enterprise tier for the practice-management surface, no module gate on compliance. A planning firm of 12 advisors pays a predictable number 12 months out.

The firm-ops workflow in detail

What the operations lead actually does on Monday morning.

A planning firm operations lead at the 8-to-15 advisor scale carries specific workflows: Monday capacity review, Tuesday compliance queue clearing, Wednesday revenue reconciliation, Thursday new-advisor onboarding touch, Friday firm scorecard preview. The cards below walk through the ops lead week in detail.

Monday capacity review

15 minutes with the firm book.

Monday morning the ops lead opens the capacity dashboard: each advisor's current client count, open plan engagements, projected hours, and headroom. 2 prospects came in over the weekend; the ops lead routes them to advisors with headroom and the right practice fit. The capacity view takes 15 minutes instead of the 90 minutes the spreadsheet approach consumed.

Tuesday compliance queue

CCO clearing with the team.

Tuesday the CCO runs the compliance queue: outbound emails awaiting review, Marketing Rule testimonial approvals, policy exceptions. The queue clears in 90 minutes with the right context visible on each item. The retention clock status surfaces as the running check. The CCO moves from firefighting mode to scheduled-work mode as the queue stays manageable.

Wednesday revenue reconciliation

Billing mix across types.

Wednesday the CFO or ops lead runs the revenue reconciliation: flat-fee invoices sent, subscription charges processed, AUM billing cycle complete, project engagements closed. Aging on outstanding invoices surfaces with the dunning status. The firm-wide revenue number lands clean for the Thursday partner check-in.

Thursday new-advisor touch

Onboarding stage review for recent hires.

Thursday the ops lead touches base with new advisors in onboarding: where are they in the sequence, which milestones are completed, where is the ramp slower than expected. The mentor pair gets a nudge to schedule the next over-the-shoulder session. New advisor time-to-full-book stays on target.

Friday scorecard preview

Partner review in 20 minutes.

Friday the ops lead reviews the week's scorecard preview: plans delivered this week, new clients added, compliance incidents, revenue booked. The managing partner gets a 20-minute Friday afternoon pre-brief instead of a Monday-morning data-pull meeting. Firm pulse stays visible without an ops-heavy meeting cadence.

Quarterly firm review

The deep dive with the partners.

The quarterly firm review surfaces the deeper metrics: client retention by advisor and by cohort, executed-advice rate across the firm, revenue growth by billing type, capacity trends, advisor NPS from the mid-quarter survey, compliance posture with the auditor-ready documentation. The partners run the review as a 2-hour working session instead of a day of ops prep.

What planning firms compare on

The firm-ops evaluation criteria.

A planning firm operations lead evaluates CRM options on firm-ops criteria that solo-planner CRMs typically do not address. The honest evaluation: firm-wide capacity planning, firm-level compliance workflow, revenue reporting across billing types, delegation workflow depth, advisor onboarding structure, and three-year firm TCO. The six criteria below show up on every firm-ops evaluation call.

Capacity planning

Firm-wide view of advisor headroom.

Strkr: capacity dashboard with current clients, open engagements, projected hours, headroom per advisor. Wealthbox: workflow module with task counts; firm-wide capacity custom-built. Redtail: Query Writer for custom reporting. Advyzon: capacity view via bundled reporting. For firms past 8 advisors with routing decisions on every new prospect, firm-wide capacity is the first criterion.

Firm-wide compliance workflow

CCO queue, approvals, retention firm-wide.

Strkr: firm-wide compliance workflow with CCO queue, Marketing Rule approvals, retention clock across the team. Redtail: strong individual-level compliance posture. Wealthbox: via compliance archive partnerships. For firms running a CCO or compliance team, the firm-wide workflow depth is a meaningful differentiator.

Revenue reporting across billing types

Mixed billing unified.

Strkr: unified revenue report across flat-fee, subscription, AUM, project engagement. Advyzon: strong unified reporting (bundled). Redtail: via integrations. Wealthbox: via integrations. For firms with mixed billing types, native unified reporting removes a reconciliation layer.

Delegation workflow depth

Planner, paraplanner, senior review as workflow.

Strkr: delegation workflow native with stage, assignee, review notes, time-in-stage. Redtail: workflow module with templates. Wealthbox: workflow module. Junxure: deep workflow at enterprise. For firms with paraplanners and senior advisors, the structured delegation workflow matters for junior development visibility.

Advisor onboarding structure

Day one to full book workflow.

Strkr: structured advisor onboarding with tools access, training, book assignment, mentoring, ramp milestones. Most other platforms: ad-hoc or document-based onboarding. For firms hiring 1 to 4 advisors a year, structured onboarding shortens time-to-full-book meaningfully.

Three-year firm TCO

Firm-ops features at per-seat vs enterprise.

Strkr: firm-ops features included on every seat. Advyzon: bundled per-advisor rate includes firm reporting. Salesforce FSC: enterprise TCO with firm-ops via customization. For 10-advisor firms, three-year firm TCO delta between Strkr and FSC can run $150K to $320K; Strkr vs Advyzon depends on component usage.

Head-to-head

Strkr vs Advyzon for a 10-advisor planning firm.

Advyzon is a common evaluation for planning firms wanting a bundled stack. The head-to-head for a 10-advisor planning firm with mixed billing:

Feature Strkr Advyzon
Firm-wide capacity planning Dedicated capacity dashboard Available via reporting
Firm compliance workflow CCO queue and firm-wide retention clock Available via compliance tools
Mixed billing revenue report Unified across flat-fee, subscription, AUM, project Strong (bundled with billing)
Delegation workflow Native planner-paraplanner-senior with stages Workflow module
Advisor onboarding Structured sequence with milestones Via workflow and documentation
Managing partner scorecard Monthly auto-generated Via reporting
Portfolio management Via integration (Orion, Addepar) Native bundled
Financial planning tool Via integration (eMoney, MoneyGuidePro, RightCapital) Native bundled
Billing engine Native billing with Stripe integration Native bundled billing
Pricing shape Flat per seat, best-in-class components via integration Per advisor bundled rate
How teams use Strkr

How planning firms run Strkr today.

The common thread across planning firm customers: get the firm-ops layer (capacity, compliance workflow, revenue, delegation, onboarding) on top of the full planning workflow with FinServ-grade compliance on every seat. The playbooks below describe the firm-ops shape at common firm scales.

12-advisor fee-only firm

Redtail decommissioned over 10 weeks.

A 12-advisor fee-only planning firm moved from Redtail to Strkr over 10 weeks. The firm-wide compliance workflow activated with the CCO queue and the retention clock running across the team. The capacity planning dashboard replaced the ops lead's spreadsheet and advisor routing improved immediately. Firm NPS on the CRM tool rose 38 points over the next quarter and the admin workload at the ops lead level dropped from 0.9 FTE to 0.4 FTE.

8-advisor planning firm

Advisor onboarding time-to-full-book.

An 8-advisor planning firm used the structured advisor onboarding workflow for 3 new hires over 14 months. Time-to-full-book averaged 11 months vs the firm's historical 18 months on the previous informal approach. The mentor pairing with over-the-shoulder review and the capacity ramp milestones were the levers the managing partner cited. The ops lead reported the onboarding playbook finally running itself.

15-advisor growing firm

Mixed billing revenue reporting.

A 15-advisor firm with flat-fee, subscription, and AUM billing ran the unified revenue report on Strkr instead of pulling from 3 systems. The CFO reconciled firm-wide revenue by billing type in 20 minutes vs the prior 4-hour pull. The partner meetings used the Strkr-generated firm scorecard with the revenue mix, the advisor-level revenue, and the client-retention numbers visible without ops prep.

10-advisor firm with paraplanners

Delegation workflow shipping junior development.

A 10-advisor firm with 3 paraplanners and 2 senior advisors ran the delegation workflow on every plan. The planner drafted, the paraplanner polished, the senior advisor reviewed. The review notes retained on the plan record created a learning loop for the junior planners. Senior advisor review time dropped 40 percent as the paraplanner polish quality improved over 2 quarters.

Multi-office planning firm

Two offices on one firm surface.

A planning firm with 2 offices (8 and 6 advisors) ran both on one Strkr tenant with office-scoped capacity and shared firm compliance. The managing partner saw firm-wide numbers; each office lead saw office-scoped numbers. The compliance workflow ran unified across offices. The firm-ops lead ran both offices from a single surface instead of 2 Redtail tenants pulled into a spreadsheet.

A financial planning firm CRM designed for the operations lead, not just the planner.

Start a 14-day trial with the FinServ configuration enabled: firm-wide capacity planning, firm-level compliance workflow with CCO queue, unified revenue reporting across flat-fee, subscription, AUM, and project billing, advisor onboarding workflow, planner-to-paraplanner delegation workflow, managing partner scorecard, and the full FinServ feature set at flat per-seat pricing with no module gate. Migrate from Redtail, Wealthbox, Advyzon, or Junxure with the firm record chain preserved.

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Common questions

What buyers in this bucket ask most.

How does the firm-wide capacity planning work?

The capacity dashboard shows each advisor's current client count, open plan engagements by stage, projected weekly hours (calculated from the engagement estimates and the review cadence commitments), and the headroom for new clients at the current pace. The ops lead routes a new prospect to the advisor with the right fit (specialty, geography, personality match) and the right headroom. For firms with specialty advisors (business owner, divorce, equity compensation, retirement), the capacity view filters by specialty to surface the right fit. The capacity data refreshes nightly from the active engagements and the review cadence; manual overrides handle known upcoming events (sabbatical, parental leave) with the capacity adjusting accordingly.

How does the firm-wide compliance workflow handle CCO duties?

The CCO queue surfaces outbound email reviews (for BD-affiliated firms with mandatory review), Marketing Rule testimonial approvals, policy exceptions, and compliance incidents. Each queue item carries the SLA, the context (which advisor, which client, which content), and the recent history. The CCO approves, returns for revision, or escalates with notes retained. The retention clock runs across all client interactions (meeting notes, emails, documents, testimonials) with record-level retention dates and the audit-trail alternative to WORM for firms taking the 2022 FINRA 17a-4 approach. Quarterly compliance reviews surface the audit-ready evidence package.

Can Strkr handle the delegation workflow between planners, paraplanners, and senior advisors?

Yes. The plan record carries the delegation workflow natively. A new plan engagement opens with the lead planner assigned. The planner drafts the plan structure and the recommendations. The plan moves to paraplanner for data entry, modeling validation, and polish. The paraplanner marks complete and the plan moves to senior advisor for review. The senior advisor approves, returns for revision, or adds review notes. The notes retain on the plan record. The time-in-stage tracks for each stage so the ops lead can see delegation bottlenecks. Junior planner development becomes visible because the review-note history retains and can be used in advisor coaching.

How does the advisor onboarding sequence work for a new hire?

The advisor onboarding workflow runs as a structured sequence from day one: tools access provisioning (Strkr, email, planning tool, custodian portal), compliance training with completion tracking (Series exam currency, firm-specific policy training, cybersecurity awareness), client book assignment (inherited book from a departing advisor or build-your-own with the ops lead's support), mentor pairing with a senior advisor and the over-the-shoulder session schedule, first plan engagements with structured review, and the ramp-to-full-book milestones (first 10 clients, first 25 clients, 50 clients, full book). The ops lead sees each new advisor's onboarding stage without a status meeting. Time-to-full-book typically shortens 3 to 7 months with the structured sequence vs ad-hoc onboarding.

What is the migration path for a planning firm from Redtail or Advyzon?

Strkr runs a wealth-CRM migration tool that pulls household structures, individual records, custodial account mapping, fiduciary documentation, meeting notes, plans, workflow logic, and custom fields from Redtail (via Redtail API) and Advyzon (via Advyzon API). The firm-level configuration (advisor roles, team structure, compliance queue, billing arrangements) rebuilds in Strkr with the ops lead's input in week 1 of the migration. The migration preserves the retention chain so the compliance record is unbroken. Most firm migrations complete in 8 to 14 weeks for firms up to 20 advisors with a 2-week parallel-running period before cutover. The deeper work is usually the firm-ops configuration (capacity planning, delegation workflow, firm reporting) and the advisor training.

Can Strkr integrate with the planning tool and the portfolio management tool?

Yes. Native integrations with eMoney Advisor, MoneyGuidePro, RightCapital, Advyzon Planning, Orion, Addepar, Tamarac, Envestnet, Schwab PortfolioCenter, and the common planning and portfolio tools. The plan draft generates in the planning tool and the recommendation set imports to Strkr as action items on the plan record. The portfolio data syncs daily from the portfolio management tool to the household record for current AUM, allocation, and performance. The firm runs best-in-class components (planning tool for modeling, portfolio tool for investment management, Strkr for the client relationship and workflow) without duplicate data entry.

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