Latest Survey Shows Advisors Assistant® Users Highly Satisfied with CRM
Client Marketing Systems, Inc. (CMS) is proud to announce that more than 90% of respondents in a recent Satisfaction Survey gave a positive rating of its highly popular CRM - Advisors Assistant®. “We’re thrilled with the results,” says Shannon Dempsey, CMS Vice President of... - January 27, 2012
Advisors Assistant® and TradeWarrior® Announce Integration Partnership
Seamless Integration between Client Management, Rebalancing, and Trading. - January 13, 2012
Advisors Assistant® Now Allows Web-Based Users "Downloadable Backups" to Their Personal Computer
After receiving feedback from its highly valued users, Client Marketing Systems, Inc., (CMS) - the parent company of the popular CRM software program Advisors® Assistant, is pleased to announce a new feature for its web-based users – “Weekly Downloadable Backup.” This new... - December 30, 2011
Advisors Assistant® Debuts in Top Ten in Portfolio Management in 2011 Financial Planning Magazine Tech Survey
Advisors Assistant® placed 4th in overall CRM Category and 6th in Portfolio Management - December 15, 2011
Advisors Assistant’s New Mobile App Released
Now CRM users can access their client data from anywhere using their SmartPhones and Tablets. - December 07, 2011
Advisors Assistant Introduces ReadyDoc - Web-Based Program to Scan Paper Docs Into the "Cloud"
Going paperless couldn’t be any easier for users of Advisors Assistant®. - December 05, 2011