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

Pismo Beach, CA, December 15, 2011 --( Client Marketing Systems, Inc., is proud to announce that Advisors Assistant® debuted in sixth place among the 21 programs in the Portfolio Management category in Financial Planning Magazine's annual survey: Additionally, Advisors Assistant® moved up to fourth place out of the 14 surveyed in the "CRM category" with Microsoft Outlook included at #2.

“We’re pleased that Financial Planning Magazine included us in the portfolio management category in this year’s survey,” says Shannon Dempsey, Client Marketing Systems’ Vice President of Sales. “Considering a significant amount of our users weren’t surveyed because they use Advisors Assistant® for their insurance business, we believe placing 6th among the 21 portfolio management programs surveyed is outstanding.”

After hearing about the survey results, many Advisors Assistant® users agree and Client Marketing Systems received numerous congratulatory emails. F. Jim Parks replied, “I am thrilled to hear you did well on the survey. I predict in the future you will do even better. Thank you so much for all you do to make my life easier every day.”

For more information about Client Marketing Systems, Inc., and Advisors Assistant®, please contact Shannon Dempsey, Vice President of Sales at (800) 799-4267 or by email:


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.
Client Marketing Systems
Shannon Dempsey
805 773-7981
Carol Dempsey: