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Advisors Assistant® Now Allows Web-Based Users "Downloadable Backups" to Their Personal Computer

Pismo Beach, CA, December 30, 2011 --( 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 enhancement fills a need that has been left virtually unaddressed by other web-based CRM systems.

“Our users have told us some states and Broker Dealers are requiring that they keep a copy of their data backup on their local system,” says Shannon Dempsey, Vice President of Sales. “CMS is already backing up every database each night at the data center and maintains 14 days of backups, however users have told us for their own peace of mind they want a copy of their backup that they control.”

With the new Advisors Assistant® “Weekly Downloadable Backup" feature, customers can now download a compressed, encrypted backup of their individual database every week, right to their local computer. “Users even get a weekly email reminder that their backup is ready for them. Then it’s just a matter of the system administrator selecting “Retrieve Backup” from the Admin Menu,” adds Dempsey.

Client Marketing System’s “Weekly Downloadable Backup” is all possible because Advisors Assistant® uses Microsoft’s .NET and SQL Server technology which enables it to run either web hosted, on a local network, or even a single computer. Since 1985, Client Marketing Systems has been listening to what its Advisors Assistant® users’ want their software to do. Because of this feedback, CMS realized “Weekly Downloadable Backups” was an enhancement that is now a necessary component for any top-rated CRM.

For more information about Client Marketing Systems, Inc, Advisors Assistant® or the new feature “Weekly Downloadable Backups,” please contact Shannon Dempsey, Vice President of Sales, Client Marketing Systems, Inc. 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.
Contact Information
Client Marketing Systems
Shannon Dempsey
(805) 773-7981
Carol Dempsey:

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