Advisors Assistant, the Leader in Client Management Software, helps you
- Increase Sales
- Stay in touch with clients so they don't stray to other Advisors
- Increase Efficiency
User Testimonials
"Since 1988 we've grown from hundreds of clients to thousands of clients. This would not have been possible without your program. I give it my highest endorsement."
John S. Konheim ,
CLU, ChFC - OH
With Advisors Assistant You Can
- Track clients, prospects, agents, reps, brokers, vendors, mailing lists, and more!
- Tracks all types of investment and insurance products, including group insurance.
- Download daily investment transactions and calculate rates of return.
- Track Notes, Appointments, Follow-ups.
- Send Letters and Emails
Advisors Assistant News
- Advisors Assistant 6 Contact Management, Insurance, & Investment Modules Released - CLICK HERE for more info
- AdvisoryWorld ICE Reports
- Move Toward the Paperless Office
- Automate Applications
- Remote Access with Advisors Assistant
- Strategic Partners & Company Links
- Advisors Assistant Newsletters
Problems with this web site should be emailed to the Webmaster
Copyright 1999– 2007, Client Marketing Systems, Inc.