© 2015 client marketing systems, inc. advisors assistant everywhere ® – the complete solution...
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© 2015 Client Marketing Systems, Inc.
Advisors Assistant Everywhere® – The
Complete Solution For Today’s Mobile
Advisor
Shannon DempseyVice President, Sales
The Leading Client Management System for Financial Services
© 2015 Client Marketing Systems, Inc.
© 2015 Client Marketing Systems, Inc.
© 2015 Client Marketing Systems, Inc.
© 2015 Client Marketing Systems, Inc.
© 2015 Client Marketing Systems, Inc.
© 2015 Client Marketing Systems, Inc.
Dial Phone Numbers
© 2015 Client Marketing Systems, Inc.
Map Addresses
© 2015 Client Marketing Systems, Inc.
© 2015 Client Marketing Systems, Inc.
AdaptiveFormatting
Browser Independent
Every Tablet Every
Smartphone
© 2015 Client Marketing Systems, Inc.
360° Client View
© 2015 Client Marketing Systems, Inc.
View Prospect With Workflows
© 2015 Client Marketing Systems, Inc.
Pipeline Revenue Reports
© 2015 Client Marketing Systems, Inc.
Version 8 Enhancements
Google Integration Email archiving with Attachments
Calendar & Contact Synchronization
Teams & Departments
Social Networking Links
Alert Notes
And many more…
© 2015 Client Marketing Systems, Inc.
Advisors Assistant Key Features
3-factor Security from Day 1
Deep Integrations Black Diamond is the newest addition!
54 at last count
Fully Documented API Includes business rules
Put and Get data
Extensive Administrative Features Role-based Security
Process Logs
Access Rights
© 2015 Client Marketing Systems, Inc.
More Than Just A CRM
Portfolio Management with Downloads
Insurance Policy Management
Document Management
Mobile Solutions
Fully Integrated In One Powerful Program
© 2015 Client Marketing Systems, Inc.
The Leader in Client Management Software for
Financial Serviceswww.AdvisorsAssistant.com
(800) 799-4267Shannon Dempsey
Vice President, Sales
© 2015 Client Marketing Systems, Inc.
Where Can You Use
Advisors Assistant?