Advisors Assistant, the Leader in Client Management Software (CRM,) helps you
- Increase Sales
- Stay in touch with clients so they don't stray to other Advisors
- Increase Efficiency
User Testimonials
"Since 1988 we've grown from hundreds of clients to thousands of clients. This would not have been possible without your program. I give it my highest endorsement."
John S. Konheim ,
CLU, ChFC - OH
With Advisors Assistant You Can
- Run Web-Based or Computer-Based
- Track clients, prospects, agents, reps, brokers, vendors, mailing lists, and more!
- Tracks all types of investment and insurance products, including group insurance.
- Download daily investment transactions and calculate rates of return.
- Track Notes, Appointments, Follow-ups.
- Send Letters and Emails
Advisors Assistant News
- Web-Based or Computer-Based
- FREE Training Webinars
- Advisors Assistant 6 Contact Management, Insurance, Investments, and Imaging Assistant Released - CLICK HERE for more info
- Move To a Paperless Office
- Automate Applications
- Integration Partners & Company Links
- Advisors Assistant Newsletters
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