Last Updated on 7 years by RichBohn
This CRM Review examines Advisors Assistant.
In-Depth CRM Review
Client Marketing Systems
880 Price Street
Pismo Beach, CA 93449-2532
CRM Category: Field Sales Support – Cloud
Vertical Solution: 523120 – Securities Brokerage
Seats: Small/Medium Business
About the Company:
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.
We’ve provided toll free technical support since 1985. This has a very definite affect on the design of our software because ease of use is always a primary consideration. If we don’t make our program easy to use, we pay for the support call, not you.
Client Marketing Systems is a user driven company. Ideas for enhancements come from users, the best judges of what’s needed for the software. Users get free updates from our web site for a full year after purchase, so they get the advantage of ideas under development!
Client Marketing Systems, Inc.’s goal is to provide financial professionals with a client management system targeted to their needs, and a mutually beneficial ongoing user relationship based on outstanding support and training, and ongoing development of the features users want.
About the Product:
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 any time, any where.
At Client Marketing Systems we have one simple goal: to build software that helps advisors build stronger and more meaningful relationships with their clients.
That means our Client Management Software has to be easy-to-use, right out of the box. We have to work with an advisor’s existing technology platforms. We have to deliver on what we promise, every time. And we have to back our software with the industry’s #1 techincal and customer support.
The Advisors Assistant unique ClearView Screens put all of your client data at your fingertips and make the program extremely easy to use. See Advisors Assistant in action by clicking the button below. If the video does not play clearly, please download the latest FREE copy of Windows Media Player from Microsoft.com.
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Advisors Assistant:
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If you are considering this program, you should also look at these other CRM solutions:
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