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Advisors Assistantís New Mobile App Released

Now CRM users can access their client data from anywhere using their SmartPhones and Tablets.

Pismo Beach, CA, December 07, 2011 --( Client Marketing Systems, Inc. is proud to announce that its highly popular CRM program Advisors Assistant® has gone Mobile with its new app - AAMobile™. Their clients can now utilize a new web-based mobile application and keep up to date with their customer information whether they’re in or out of the office.

"Many of our customers have requested we provide them a user-friendly mobile app for our popular CRM program," says Shannon Dempsey, Client Marketing Systems Vice President of Sales. "We are pleased to meet their needs and launch this new mobile app that is very affordable and easy to set up. Once installed, our customers will find the app works seamlessly with their web-based Advisors Assistant program.”

Advisors Assistant Mobile is an application specially written for Advisors Assistant web-based subscribers to provide access to important CRM data from their iPhone, iPad, or Android phone or tablet. Because it’s written for portable devices, AAMobile™ harnesses the special features of iPhones and Androids to provide dialing, emailing, and mapping features quickly and easily.

Learn why Client Marketing Systems was forward-thinking when they first offered Advisors Assistant® in 1985 and why they're still the leader in client management software for the financial services industry. For more information about the new Advisors Assistant Mobile Application, AAMobile™, please contact Shannon Dempsey at 800-799-4267 or by email at

About Client Marketing Systems, Inc.
Client Marketing Systems, Inc. has provided software for the financial services industry for 26 years. Advisors Assistant® is a powerful yet easy to use Client Management System which combines CRM with optional Portfolio Management and Insurance Management modules. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users’ suggestions. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. More information is available at the company website at or by phone 800-799-4267 | 805-773-7981. Also on Twitter: @AdvisorsAssist.

Contact Information
Client Marketing Systems
Shannon Dempsey
805 773-7981
Carol Dempsey:

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