Wealth management CRM buyers evaluate for household structure, financial plan tracking, review cadence, and compliance posture. Strkr ships these as first-class primitives rather than custom-field workarounds.
Wealth management CRM buyers typically shop after outgrowing Redtail or Wealthbox or struggling with a generic Salesforce build. The pain points below are what Strkr onboarding hears during RIA evaluation calls.
Legacy wealth CRMs (Junxure, SmartOffice, older Redtail) carry decades of accumulated design debt. The user interface shows it, the integration surface is narrow, and modern workflow (AI drafting, modern mobile) sits behind add-on cost or does not exist. Strkr ships modern primitives with the wealth-specific objects alongside.
Salesforce Financial Services Cloud exists but requires significant customization and typically an implementation partner retainer. The generic Salesforce path forces advisors to force-fit wealth work into sales objects. Strkr ships household, financial plan, trust, and entity as first-class without custom build.
Portfolio accounting systems (Orion, Tamarac, Black Diamond) hold the actual portfolio data. The CRM typically shows stale AUM or no AUM at all. Strkr integrates with the major portfolio accounting systems and custodians through the standard webhook spec so the household AUM stays current in Strkr.
An SEC or state exam asks for meeting notes, communication records, recommendation documentation, and the audit log of who saw what when. Legacy wealth CRMs provide partial coverage. Strkr audit log captures every record read and write with retention tunable to the SEC-required ceiling.
Clients expect modern digital interactions (secure messaging, mobile portal, digital document signing) that legacy wealth CRMs provide poorly if at all. Strkr Messaging ships compliant SMS alongside email cadence, client-facing document workflows run through secure links, and the mobile view works properly on phone.
Legacy wealth CRMs do not ship AI drafting for client communication. Advisors building AI into client workflow are patching together ChatGPT subscriptions and copy-paste. Strkr AI ships integrated drafting for meeting notes, market commentary, plan refresh prompts, and client outreach with retrieval strictly scoped to the household.
Household structure is the first thing a wealth CRM needs but it is far from the only thing. The cards below are what Strkr ships beyond the household primitive.
The financial plan carries client goals, assumptions, current progress toward each goal, and quarterly refresh triggers. The plan is a living record rather than a static PDF. Advisors update the plan in-place and track progression over time.
Trust records (revocable, irrevocable, charitable, GRAT, QPRT) and entity records (operating companies, holding companies, foundations) capture the legal structure around the family. The complete picture surfaces for family office work.
Each household carries a stated review cadence (quarterly, semi-annual, annual) and the advisor sees the next review date on the household card. The cadence tracker surfaces households due with Strkr AI drafted scheduling outreach.
Portfolio integration pulls AUM, account balances, and position data from the custodian or portfolio accounting system. The household aggregate stays current without manual data entry. AUM reporting for ADV runs on live data.
The audit log captures every record read and write with user, timestamp, and context. Retention tunable to the SEC-required ceiling. The firm compliance officer runs weekly review of audit anomalies rather than quarterly audit review.
Referrals carry source (which client referred), referral date, status progression (contacted, qualified, converted, declined), and lifetime relationship value. The referral motion runs on structured data instead of advisor memory.
A wealth management day runs on client meetings, portfolio reviews, plan updates, and firm operations. The cards below show how Strkr supports each phase.
Each morning Strkr AI drafts a briefing for the advisor covering today meetings with prep notes, overnight portfolio alerts, market moves affecting specific households, and three operational priorities. The advisor walks in prepared.
Before each client meeting Strkr AI drafts a prep summary pulling household status, portfolio recent moves, financial plan progress, prior meeting commitments, and open topics. The advisor reviews in two minutes and walks into the meeting warm.
After each meeting Strkr AI drafts the meeting notes from the recording or advisor dictation covering discussion, recommendations, client questions, follow-up tasks, and compliance-relevant disclosures. The advisor reviews and signs for the compliance record.
When a financial plan hits its quarterly refresh prompt Strkr AI drafts a check-in message covering goal progress, assumption drift, and prompts for a planning conversation. The advisor reviews and sends.
For significant market moves Strkr AI drafts commentary in the firm voice with targeted segmentation (by portfolio exposure, risk tolerance, current concerns). The advisor reviews and sends to a segment instead of a mass email.
When a referral converts Strkr AI drafts a thank-you message for the referring client in the advisor voice. The referral motion runs on recognition instead of silence.
A wealth management firm runs on a stack of custodian, portfolio accounting, financial planning, and compliance tools. Strkr integrates with the major pieces through the standard webhook spec. The cards below cover the common integrations.
Custodian integration pulls account data, position data, and transaction data from Schwab Advisor Center, Fidelity Wealthscape, Pershing NetX360, and TD Ameritrade Veo. The household AUM stays current. Position-level data drives market communication segmentation.
Portfolio accounting integration pulls daily balances, performance returns, and account-level data from Orion, Tamarac, and Black Diamond. The quarterly performance report assembly runs on live data from the portfolio accounting system.
Financial planning integration syncs plan structure, goal tracking, and scenario modeling from eMoney, MoneyGuidePro, and RightCapital into Strkr. The plan refresh workflow runs on structured plan data not just a PDF attachment.
Document signing integration automates client-facing document workflows (new account paperwork, IPS updates, insurance applications) through DocuSign or Adobe Sign. The signed documents attach back to the household record for compliance.
Compliance tool integration (MyRIACompliance for workflow, Smarsh for archiving) ensures the regulatory posture runs on connected systems. Communication archiving flows automatically from Strkr for firm compliance review.
For fee-only firms billing on client payments rather than AUM, the integration with Advicepay and similar systems automates billing workflows and tracks payment status against household records.
Wealth management buyers typically compare Strkr with Redtail, Wealthbox, Junxure, or Salesforce Financial Services Cloud. The comparison below focuses on structural capability.
| Feature | Strkr | Legacy wealth CRM |
|---|---|---|
| Household structure first-class | With members, trusts, entities. | Partial, varies by product. |
| Financial plan as living record | With goal tracking and refresh. | PDF attachment. |
| Integrated AI drafting | Built in with household scope. | Add-on or external. |
| Modern mobile view | Full feature parity. | Limited or legacy app. |
| Portfolio accounting integration | Standard spec, major vendors. | Varies by product. |
| Compliance audit log | Record read and write. | Partial write-only. |
| Secure client messaging | Through Strkr Messaging. | Add-on or external. |
| Pricing | $29 to $119 per seat per month. | $65 to $225 per seat typical. |
The playbooks below are patterns Strkr onboarding sees across wealth management CRM evaluations.
A solo RIA in Miami ran Redtail for seven years with 180 client households. Redtail limitations (user interface age, mobile view, AI capability gap) drove the evaluation. Strkr onboarding ran a 14-business-day migration preserving the household structure, meeting history, and client communications. The RIA ran the first full cycle on Strkr on business day 20.
An eight-advisor independent firm in Minneapolis outgrew Wealthbox at 320 households. The firm needed deeper financial plan tracking and compliance evidence beyond Wealthbox provided. Strkr onboarding ran a 18-business-day migration consolidating the household data, financial plans from eMoney, and compliance documentation into Strkr. The compliance officer stopped running quarterly audit sweeps.
A 24-advisor firm in Washington DC ran Junxure for 11 years. Junxure was sunset by the vendor and the firm needed to migrate. Strkr onboarding ran a 28-business-day migration with full household history, meeting notes, and compliance records preserved. The migration landed with zero data loss and the firm ran its next SEC examination on Strkr.
A 42-advisor firm ran Salesforce Financial Services Cloud with an $18k per month implementation partner retainer. The firm principal wanted to move off Salesforce for cost and simplicity. Strkr onboarding ran a 32-business-day migration consolidating the Salesforce custom-object graph into Strkr first-class primitives. The partner retainer went away in month two.
A multi-family office in New York served 11 ultra-high-net-worth families with complex multi-entity structures. The firm needed robust trust and entity modeling, cross-generational relationship tracking, and audit-ready documentation for family-office specific regulatory posture. On Strkr the household plus trust plus entity schema captured the full family picture and family quarterly meetings ran on consolidated information.
Book a 30 minute call. We will walk through the household schema, the financial plan tracker, the compliance audit log, and the portfolio integration with your actual firm structure.
Yes. Strkr onboarding supports migration from Redtail, Wealthbox, Junxure, SmartOffice, and Salesforce Financial Services Cloud. The typical migration takes 14 to 28 business days depending on firm size and data complexity. Household structure, meeting history, financial plans, communications, and audit records migrate with original timestamps preserved. The AI retrieval index sees the full history on day one so Strkr AI drafts are grounded in the actual client relationship.
The audit log captures every record read and write with user, timestamp, and context. Retention is tunable to the SEC-required ceiling (typically 5 years for RIA records under Rule 204-2). SSO through Clerk ships on Scale tier. MFA with TOTP plus text-based verification is live across all tiers. SOC 2 Type II is in progress with a target of 2026-Q4. The Data Processing Agreement is available on request. For firms with specific regulatory requirements (dual-registered, specific state examinations) the compliance posture configures per firm.
Yes. Portfolio accounting integration with Orion, Tamarac, Black Diamond, and Addepar runs through the standard webhook spec with HMAC signing. AUM, account balances, performance returns, and position data pull into Strkr for household aggregation and AUM reporting. The portfolio accounting system stays as the system of record. The typical integration lands in an engineering sprint of two to three weeks per vendor.
Strkr AI drafts with retrieval scope strictly scoped to the household and attached financial plan. Cross-client retrieval is disabled by default. Compliance-sensitive drafts (recommendation emails, market commentary) include required disclosures that the firm compliance officer configures (past performance disclaimer, suitability disclaimer, specific regulatory disclosures per state). The advisor reviews before sending and the audit log captures the full chain.
Yes. Strkr Messaging supports secure email and SMS with compliance archiving. Client-facing document workflows run through secure links with document access logging. A dedicated client portal with branded tenant subdomain ships on the subdomain roadmap for Scale tier firms. The current secure link pattern covers 85 percent of what wealth firms need for client-facing document and message workflows.
Strkr prices flat per seat at $29 Starter, $59 Pro, $119 Scale per user per month with a 14-day trial. For an eight-advisor firm on Pro the monthly spend runs $472 for seats plus $49 for AI add-on. Scale at $119 per seat adds SSO and extended compliance posture typically chosen by firms with 15 plus advisors or specific enterprise security requirements. For most wealth firms the time saved on meeting documentation, plan refresh, and compliance review pays back the Strkr spend within the first quarter.
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