Built for wealth advisors who run the client relationship
A wealth advisor CRM built around the advisor's week, not the compliance officer's audit.
Firm-level compliance posture is critical and worth building on; it is also not what the advisor opens the CRM for on Tuesday morning. The advisor opens it to prep the Thursday review meeting, draft the follow-up to Monday's planning session, send the quarterly performance commentary, and update the household on the beneficiary review. Strkr's wealth advisor configuration ships the advisor-first workflow (household context, review prep, planning milestones, client communication) with the compliance posture running quietly in the background.
Wealth advisor CRM evaluation at the advisor level breaks for different reasons than at the firm level. The firm cares about FINRA retention, SEC Rule 204-2 audit log, and custodian integration. The advisor cares about whether the review-meeting prep packet is ready, whether the client's beneficiary review is overdue, whether the quarterly performance commentary has drafted, and whether the next-action list for the household is current. The six pain points below are the ones every wealth advisor opening a CRM Tuesday morning recognizes.
The prep-packet burden
Review-meeting prep burns 45 minutes per meeting.
The quarterly or semi-annual household review requires a prep packet: current AUM, allocation, performance versus benchmarks, open commitments from last review, planning milestones, beneficiary status, concerns flagged. The advisor assembles this manually from the custodian portal, the planning software, the CRM notes, and the compliance archive, which burns 45 minutes per meeting. Strkr auto-assembles the prep packet from the household record, custodian sync, and planning milestones in roughly 15 seconds; the advisor edits for 5 minutes.
The CRM that models contacts, not households
The spouse and the trust and the beneficiary are separate.
An advisor's unit of relationship is the household: primary account holder, spouse, children, beneficiaries, trusts, entity accounts, and the custodial accounts across the household. Horizontal CRMs model contacts and accounts separately, which forces the advisor to flip between records to see the relationship. Strkr's household record carries the full relationship graph as one surface with the primary, spouse, dependents, beneficiaries, trusts, and account map visible together.
The planning milestones drift
The 72-year RMD trigger landed and nobody noticed.
Wealth planning runs on milestones: 59.5 for penalty-free IRA withdrawal, 65 for Medicare enrollment, 67 to 70 for Social Security claiming decisions, 72 for required minimum distributions (as updated through 2033), college tuition timelines, home-sale timelines, retirement-date targets. The advisor needs these milestones surfaced in advance so the planning conversation happens on time. Horizontal CRMs do not model milestones; the operational failure is the RMD trigger that landed unnoticed and cost the client in penalties.
The client communication log
The advisor cannot remember the last exchange on Thursday morning.
An advisor with 60 to 180 households has roughly 200 to 500 client communications per quarter across phone, email, meetings, letters, and (increasingly) text. The communication log in horizontal CRMs is a free-text activity list; the advisor cannot quickly find "what did I promise this client about the estate plan review." Strkr's communication log structures by topic (allocation, estate, tax, insurance, planning) with the AI extracting the commitments and surfacing open items.
The quarterly performance commentary
The advisor writes the same 60 commentaries each quarter.
Many advisors send quarterly performance commentary to clients: the client's portfolio performance versus benchmarks, allocation drift, market context, and the advisor's outlook. For a 60-household book, the advisor writes 60 commentaries each quarter, which burns 10 to 15 hours of writing time. Strkr AI drafts the commentary from the household's portfolio data and the advisor's prior quarter's voice calibration; the advisor edits for personalization and sends.
The next-action list
The advisor opens the CRM and sees 400 tasks.
A horizontal CRM presents an advisor with every task across every household in one undifferentiated list. The advisor cannot quickly see "what do I need to do this week for this household." Strkr's advisor workspace surfaces the week's review meetings, this quarter's planning milestones, open commitments, and compliance-review items grouped by household with the ones due this week surfaced to the top.
What the advisor workflow surface ships
The capabilities that make the advisor's week work.
Strkr's wealth advisor configuration ships the advisor-first workflow on top of the firm-level compliance posture. The cards below are the capabilities that show up in the advisor's daily and weekly rhythm, with the compliance side running quietly in the background.
The household record carries the primary account holder, spouse, children, beneficiaries, trusts, and entity accounts as linked records on one surface. The advisor opens the household and sees the full relationship graph without flipping between records. Beneficiary designations tie to specific custodial accounts; lifetime relationship value calculates across the household including fee revenue and planning engagement revenue.
Review-meeting prep packet
The 45-minute ritual compresses to 5 minutes of edit.
The review-meeting prep packet auto-assembles from the household record, custodian sync, planning software integration, and compliance archive: current AUM, allocation, YTD and quarterly performance versus benchmarks, open commitments from last review, upcoming planning milestones, beneficiary status with any flags, and the advisor's notes from prior reviews. The advisor edits for 5 minutes rather than assembles for 45.
Planning milestones surface
The 59.5, 65, 67-70, 72, 73 triggers prompt the conversation.
Every household carries planning milestones tied to individual family members: age-59.5 for penalty-free IRA withdrawal, 65 for Medicare enrollment, Social Security claiming decisions in the 62-to-70 window, RMD triggers (per the current SECURE Act 2.0 schedule, moving to 73 and eventually 75 depending on birth year), college tuition timelines on dependents, retirement-date targets. The milestone surfaces 90 to 180 days in advance as a planning conversation prompt. The operational benefit: the planning conversation happens on time rather than reactively.
Beneficiary review flags
The review surfaces beneficiary gaps.
A beneficiary review flag fires when a household has a stale beneficiary designation (over 2 years without review), a missing beneficiary on any account, or a life-event trigger (marriage, divorce, birth, death) that should prompt a beneficiary refresh. The advisor sees the flag on the review prep packet and raises it in the conversation. Beneficiary gaps are the single most common post-death discovery that estate attorneys catch; the review-flag pattern prevents them.
Quarterly performance commentary auto-draft
The advisor edits 60 commentaries instead of writing them.
Strkr AI drafts the quarterly performance commentary from the household's portfolio data: performance versus benchmarks (allocation-weighted and absolute), allocation drift from target, specific holding commentary where applicable, market context, and the advisor's outlook calibrated from the prior quarter's commentary voice. The advisor edits for personalization, strategic framing, and the trust-relationship touches, which takes 3 to 5 minutes per household versus 15 to 20 of writing from scratch.
Structured communication log
What did I promise this client, by topic.
Client communications (phone calls, emails, meetings, letters, messages) log on the household record with the AI classifying the topic (allocation, estate planning, tax, insurance, planning milestone, operational) and extracting the commitments the advisor made. The advisor searches "what did I promise the Johnsons about the estate plan review" and gets the commitment with the date, context, and open status.
Advisor workspace view
The week ahead, grouped by household.
The advisor opens Strkr Monday morning and sees: this week's review meetings with prep packets ready, this quarter's planning milestones firing in the next 90 days, open commitments due this week, compliance-review items pending, flagged beneficiary or planning gaps. The view groups by household so the advisor can batch work per client rather than context-switching across the task list. The advisor week starts planned rather than reactive.
Native text messaging
The quick confirmation goes by SMS, logged.
Native SMS and MMS on the household record for the quick confirmations (meeting reminders, document pickup confirmations, holiday acknowledgments) that email is too formal for. The SMS logs on the household communication record with the full compliance archive. For clients who prefer text (increasingly common with 50-to-70-year-old clients), the advisor meets the client on the preferred channel without breaking the compliance posture.
Pre-call brief
Before every client call, the context auto-assembles.
Before a scheduled client call, Strkr AI assembles a pre-call brief: current AUM and allocation, performance since last contact, any open commitments due or recently fulfilled, upcoming planning milestones, prior-call notes, flagged items. The advisor reviews for 2 to 3 minutes on the walk to the office rather than cold-opening the call and remembering context in the moment.
The firm-level posture running in the background
What the compliance officer gets from the same system.
The advisor-first workflow surface sits on top of the firm-level compliance posture. The CCO and the ops team get the following from the same CRM the advisor uses daily, which eliminates the firm-level reconciliation across advisor tools and compliance archives.
FINRA 17a-4 retention
6-year retention with audit-trail alternative configured.
For broker-dealer-affiliated advisors, Strkr runs a 6-year retention policy with the 2022 audit-trail alternative properly configured for electronic records. Every client communication, every outbound email, every stored document retains with the required audit evidence. For firms that prefer WORM-equivalent storage, Strkr integrates with a certified third-party WORM provider. The CCO at a quarterly review runs the retention report in an afternoon.
SEC Rule 204-2 audit log
Investment Advisers Act books-and-records.
Investment Advisers retain books and records for 5 years from the end of the fiscal year, with the first 2 years in an easily accessible location. Rule 204-2(a) enumerates 11 categories; Strkr's audit log classifies records at creation and applies the retention clock automatically. The CCO sees the retention status per category and clears exam requests from the archive directly.
The 2022 SEC Marketing Rule permits testimonials and endorsements with specific disclosures (whether the testimonial is from a client, whether compensation was paid, material conflicts). Strkr tags testimonial-eligible content with the required disclosure flags and retains with the content for the Rule 204-2 period. The compliance officer reviews testimonial content before publication with the disclosure flags visible.
Compliance review workflow
Flagged communications routed to the CCO.
Outbound communications can route through a compliance review workflow before send, with the CCO approving or sending back for revision. Flagged keywords (performance claims, guarantees, testimonial language) trigger an automatic hold. The CCO's queue is a dashboard, not an inbox. The review-time clock surfaces so the firm can measure review backlog as an operational metric.
Custodian integration
Schwab, Fidelity, Pershing, SEI, Altruist on the account.
Native sync from Schwab Advisor Services, Fidelity Investments WealthScape, Pershing NetX360, SEI, and Altruist. Daily refresh on account balances, weekly performance roll-up, trade confirmations via webhook where available. Multi-custodian households roll up correctly across providers. The advisor opens the client record and sees current AUM, allocation, YTD performance, and recent transactions without flipping to the custodian portal.
Fee billing integration
Advisory fees calculated from custodian balances.
Strkr integrates with the common advisory fee-billing platforms (Orion, Addepar, Advyzon, Tamarac). The quarterly fee calc runs against custodian-synced balances, generates the client fee invoice, and the invoice-paid event logs on the household record. Advisors see fee revenue per household per quarter; the CFO reconciles against the GL from the Strkr side.
What advisors compare on at the advisor level
The real evaluation checklist beyond the firm compliance posture.
Firm-level evaluation runs on compliance posture and custodian coverage. Advisor-level evaluation runs on daily workflow fit. The six criteria below are what shows up when the advisor team actually uses the tool rather than when the ops team evaluates it.
Review prep speed
How long does prep take for the Thursday meeting.
Strkr: auto-assembled prep packet, 5 minutes of edit per meeting. Redtail: workflow module with templates; typically 20 to 30 minutes per meeting. Wealthbox: credible prep but less automation; typically 15 to 25 minutes per meeting. Salesforce Financial Services Cloud: configurable workflow with custom build; variable. For an advisor running 5 to 8 reviews per week, the per-meeting time delta compounds to 2 to 3 hours per week.
Planning milestone surface
Does the CRM prompt the planning conversation.
Strkr: milestones (RMD, Medicare, Social Security, college, retirement-date) surface 90 to 180 days in advance per family member. Redtail: workflow module can approximate with custom builds. Wealthbox: credible with templates. Salesforce FSC: via custom development. The planning milestone surface is the feature that converts the CRM from a database to a planning tool, which is where advisor retention lifts.
Communication log structure
Can the advisor search for a prior commitment.
Strkr: structured log with AI-classified topics and extracted commitments; search "what did I promise this client about estate planning" returns the commitment. Redtail: free-text activity log with keyword search. Wealthbox: similar. Salesforce FSC: activity log with Einstein search in higher tiers. The structured-and-extracted model is the capability that makes the log useful rather than archival.
Quarterly commentary draft
The 60-commentary quarterly ritual.
Strkr: AI drafts the commentary from portfolio data and voice calibration; advisor edits 3 to 5 minutes per household. Redtail and Wealthbox: template-based with manual personalization; typically 15 to 20 minutes per household. Salesforce FSC: via custom build. For an advisor with a 60-household book, the per-quarter time delta runs 10 to 15 hours.
Mobile and tablet surface
Does the CRM work between client meetings.
Strkr: native tablet build with offline queue, voice capture, and signature flow. Redtail: mobile app exists, surface showing 2010-era design. Wealthbox: modern mobile. Salesforce FSC: Mobile app with Lightning. For advisors meeting clients off-site (in-home review meetings, country-club lunches, hospital visits), the tablet surface quality is a operational variable.
AI capability on the advisor plan
Is the AI available on the advisor tier.
Strkr: AI pre-fill, call summary, pre-call brief, commentary draft included on every paid tier below plan cap. Redtail: AI capabilities limited. Wealthbox: AI features rolling out. Salesforce FSC: Einstein varies by tier. The lever is whether the AI compresses the advisor workflow or stays as a theoretical marketing claim; the inclusion on the base tier changes the operational posture dramatically.
Head-to-head
Strkr vs Wealthbox for advisor workflow specifically.
Wealthbox is the common comparison for modern advisor workflow at the mid-size RIA; Redtail is the common comparison for broker-dealer-affiliated and larger RIAs. Here is the head-to-head against Wealthbox for a 12-to-30-advisor practice.
Feature
Strkr
Wealthbox
Review prep automation
Auto-assembled packet, 5 minutes of edit
Templates with manual assembly, 15 to 25 minutes
Planning milestone surface
RMD, Medicare, SS, college tracked per family member
Workflow templates with custom build
Household model
Primary, spouse, dependents, beneficiaries on one surface
Strong household model, mature
Communication log structure
AI-classified topics with extracted commitments
Activity log with keyword search
Quarterly commentary draft
AI-drafted per household with voice calibration
Template with manual personalization
Native SMS to clients
Included on every paid tier with compliance archive
Via integration
FINRA 17a-4 retention
6-year audit-trail alternative configured
Varies, often add-on for broker-dealer use
Custodian sync
Schwab, Fidelity, Pershing, SEI, Altruist native
Solid native custodian coverage
AI capability on base tier
Pre-fill, summary, commentary, pre-call brief included
AI features rolling out, tier-dependent
Three-year TCO at 20 advisors
Approximately 65K
Approximately 100K to 140K depending on tier
How teams use Strkr
How wealth advisors run Strkr today.
The common thread across advisor-level customers: the auto-assembled prep packets plus the planning milestone surface plus the quarterly commentary draft plus the structured communication log reclaim 8 to 15 hours per advisor per week. The playbooks below are real motions.
Fee-only RIA, 18 advisors
Review-meeting prep compressed from 45 to 5 minutes.
An 18-advisor fee-only RIA runs quarterly or semi-annual reviews on 920 households. Pre-Strkr, each advisor burned 45 minutes of prep per meeting across the custodian portal, planning software, and the prior CRM. On Strkr, the prep packet auto-assembles and the advisor edits for 5 minutes. Per advisor per week: roughly 3 to 5 hours reclaimed. Firm-level: roughly 70 to 90 hours per week freed, which the firm reinvested in proactive outreach to the top 20 percent of households.
32-advisor fee-only RIA
Planning milestones surfaced 23 RMD triggers in Q1.
A 32-advisor fee-only RIA with 1,400 households ran the first full quarter of planning milestone surfacing. 23 households hit RMD triggers in Q1 that would have required attention within 90 days. The advisor team prompted the planning conversations on all 23 before the RMD deadline, which avoided penalty exposure for every household. Prior-pattern: the firm had caught roughly 60 percent of milestone triggers in advance; the other 40 percent reactively after the trigger landed.
Hybrid BD-RIA practice, 24 advisors
Quarterly commentary draft cut 11 hours per advisor per quarter.
A 24-advisor hybrid BD-RIA practice runs quarterly performance commentary on 1,100 households (roughly 45 per advisor). Pre-Strkr, each advisor burned 15 to 20 minutes writing per household per quarter, totaling 11 to 15 hours per quarter per advisor. On Strkr, the AI drafts and the advisor edits in 3 to 5 minutes, totaling 2.5 to 3.5 hours per advisor per quarter. Firm-level reclaimed time per quarter: roughly 200 to 280 hours, which the firm redirected to client outreach and planning engagement.
Multi-generational wealth practice
Beneficiary review flags caught 23 gaps in Q1.
A multi-generational wealth practice running the beneficiary review flag on 420 households caught 23 beneficiary gaps in Q1 (missing designation, stale designation past 2-year review threshold, life-event trigger not followed up). Each gap converted to a client conversation. Three of the 23 would have resulted in intestate probate had the client passed in the interim, which is the category of loss the beneficiary review is designed to prevent.
Advisor transition, 9-advisor firm
Structured communication log made the transition clean.
A 9-advisor firm had a senior advisor retire and transition 180 households to 4 remaining advisors. The structured communication log with topic classification and extracted commitments gave each new advisor a full picture of each household's prior conversations, open commitments, and relationship context. The transition completed with zero households leaving the firm, which the managing partner identified as a operational benefit from Strkr's communication log structure versus the free-text log in the prior CRM.
A wealth advisor CRM built around your week, not the compliance audit.
Start a 14-day trial with the wealth advisor configuration: auto-assembled review prep, planning milestone surface, quarterly commentary draft, structured communication log, native SMS to clients, custodian sync, compliance posture handled quietly in the background.
How is a wealth advisor CRM different from a general CRM?
The data model and the workflow pattern are different in specific ways. The data model centers on the household (primary account holder, spouse, dependents, beneficiaries, trusts, entity accounts, custodial accounts across providers) rather than on individual contacts and separate accounts. The workflow pattern centers on recurring review meetings (quarterly, semi-annual, or annual depending on client tier), planning milestones (RMD, Medicare, Social Security, college, retirement-date), quarterly performance commentary, and compliance-sensitive client communications. Horizontal CRMs model contacts and deals, which does not fit the wealth advisor motion; vertical CRMs (Redtail, Wealthbox, Junxure, Salentica, Strkr's wealth advisor configuration) model the household and the recurring-review pattern as first-class.
What does Strkr's auto-assembled review prep packet actually include?
Current AUM across the household, allocation versus target with drift indicators, YTD and quarterly performance versus benchmarks (allocation-weighted and absolute), open commitments from the last review meeting with status, upcoming planning milestones in the next 90-to-180-day window per family member, beneficiary status with any flagged items (stale designations, missing designations, life-event triggers), a chronological list of client communications since last review classified by topic, flagged items (compliance review pending, cash flow concern, allocation drift beyond threshold), and the advisor's prior-review notes. The packet drafts in roughly 15 seconds from the custodian sync, planning software integration, communication log, and household record. The advisor edits for 5 minutes to add strategic framing and the relationship-level touches that the auto-assembly cannot carry.
How does Strkr handle planning milestone tracking per family member?
Every household carries structured planning milestones tied to specific family members: age-59.5 for penalty-free IRA withdrawal, age-65 for Medicare enrollment, Social Security claiming decisions in the 62-to-70 window, RMD triggers per the current SECURE Act 2.0 schedule (currently age 73, moving to 75 for individuals born in 1960 or later per the current statute), college tuition timelines on dependents, retirement-date targets, home-sale timelines, estate-plan-update triggers (10-year review or life events), long-term care insurance decision points. The milestone fires as a prompt 90 to 180 days in advance based on the milestone type, surfaces on the advisor's workspace, and prompts the planning conversation. The operational benefit: planning conversations happen on schedule rather than reactively after the trigger lands, which is the single most common post-event discovery that costs clients in penalties or missed timing.
Does the AI commentary draft actually sound like my voice?
Strkr AI calibrates to the advisor's voice from the advisor's prior quarterly commentaries (typically 4 to 8 prior commentaries produces useful calibration; more produces better calibration). The draft reads in the advisor's cadence (punchy versus measured, data-heavy versus narrative-heavy, formal versus warm) and matches the advisor's specific phrasing patterns. The advisor edits for personalization (specific client references, strategic framing for the household), relationship-level touches (acknowledgments of life events, personal context), and any strategic shifts (change in the firm's outlook, change in the client's plan). Edit time typically runs 3 to 5 minutes per household versus 15 to 20 minutes writing from scratch. The quality bar: the client should not be able to tell which parts were drafted and which parts the advisor wrote; most advisors who have calibrated the draft for 2 to 3 quarters report meeting that bar.
How does Strkr's wealth advisor configuration handle compliance?
The firm-level compliance posture runs in the background while the advisor-first workflow runs in the foreground. For broker-dealer-affiliated advisors, Strkr implements FINRA Rule 17a-4(b) with the 6-year retention and the 2022 audit-trail alternative properly configured. For Investment Advisers, Strkr's audit log applies the SEC Rule 204-2 retention clock per record classification. The 2022 SEC Marketing Rule testimonial and endorsement handling runs with the required disclosures retained alongside the content. Outbound communications can route through a compliance review workflow with keyword-triggered holds (performance claims, guarantees, testimonial language). The CCO at a quarterly review runs retention reports from the audit log directly. The operational outcome for the advisor: the compliance posture is handled by the system rather than by advisor discipline, which keeps the advisor focused on the client relationship.
What size wealth advisor practice is Strkr's configuration right for?
Strkr's wealth advisor configuration fits best for RIAs and hybrid practices in the 5-to-100-advisor range. At this scale, the advisor workflow surface (prep packets, planning milestones, quarterly commentary, communication log) delivers the strongest per-advisor productivity lift and the three-year TCO versus Redtail or Wealthbox is favorable. For solo advisors or sub-5-advisor practices, Wealthbox at the entry tier is sometimes a cleaner starting point unless the advisor specifically wants the AI commentary draft and the planning milestone surface. For practices above 100 advisors with specific broker-dealer approved-vendor requirements or deep Salesforce Financial Services Cloud custom builds, the switching cost often outweighs the gain in year one. For national-scale firms with 300 plus advisors and heavy custom development, a fair read is that enterprise RIA stacks typically fit better at the top end.
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