Advisors Assistant
Advisors Assistant is a full featured client management and prospect management system designed for financial service professionals. It tracks investment & insurance products, appointments and reminders, letters and correspondance, phone calls, and comes with over 200 presentation quality reports and graphs. Free 800 Line support is standard with Advisors Assistant.
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Features
- » 800 line support included
- » Powerful yet easy to use
English
Supported Technologies
Windows 95/98/ME,
Windows XP/2000/NT
Microsoft SQL Server,
(Other)
C# (C Sharp),
(Other)
Software
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Pricing
Module
499 to 2,000
cms@climark.com
800-799-4267
Sold Direct
Resources
Additional Product Information
Advisors Assistant is a full featured contact management system designed for the financial services professional. With it you can track your clients' insurance and investment products, download investment transactions and pricing data over the internet from DST FanMail(tm), DAZL, Pershing, Fidelity, Wedbush, TD Waterhouse, SEI, LPL, Rydex, Schwab, and others. Advisors Assistant integrates seamlessly with Microsoft Word, Excel, and Outlook (and all hand held devices). There are more than 200 presentation quality reports, many designed by our users. Advisors Assistant calculates both time and dollar weighted rates of return for each investment, account, and a client's entire portfolio. All users receive free 800 line support and free updates for a full year from purchase. Single user and LAN versions are available. Client Marketing Systems, Inc. has provided software solutions to the financial services community since 1985. Contact sales at 800-799-4267 or 805-773-7981.