Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for more than 20 years.
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Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for more than 20 years. The focus of the company has been to provide software and support to users of our primary product, Advisors Assistant. Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents, and financial planners track clients, prospects, and financial products.