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Advisors Assistant

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 0.0 (0)
November 19, 2010     Hits: 1087    
 

Company Info

Company Name:
Data Last Updated:
  • December 08, 2011
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (800) 799-4267
Year Founded
  • 1985
Number of Employees:
  • 26

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 7,600

PMS Features

Types of Reports
Number of Built-In Reports:
  • 140
Advisors Access to Data:
Billing Functionality:
User Interface:
Other Major Functionality:
Client Portal:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None
Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for more than 26 years.
Advisors Assistant is a client relationship management system (CRM) designed specifically for the Financial Services industry. It gives you instant, secure access to your client data from your desktop, from the Web, or from your mobile device.

Additional modules can be added to the CRM system for Portfolio Management, including transaction downloads from many different custodians, and Insurance Policy Management. Document Management is also available, both a web-based solution and a computer-based solution.

Advisors Assistant offers a powerful yet extremely easy to use Client Management System at an affordable price.

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