© 2015 Client Marketing Systems, Inc. Advisors Assistant Everywhere ® – The Complete Solution...
-
Upload
avis-casey -
Category
Documents
-
view
214 -
download
0
Transcript of © 2015 Client Marketing Systems, Inc. Advisors Assistant Everywhere ® – The Complete Solution...
© 2015 Client Marketing Systems, Inc.
Advisors Assistant Everywhere® – The
Complete Solution For Today’s Mobile
Advisor
Shannon DempseyVice President, Sales
The Leading Client Management System for Financial Services
© 2015 Client Marketing Systems, Inc.
AdaptiveFormatting
Browser Independent
Every Tablet Every
Smartphone
© 2015 Client Marketing Systems, Inc.
Version 8 Enhancements
Google Integration Email archiving with Attachments
Calendar & Contact Synchronization
Teams & Departments
Social Networking Links
Alert Notes
And many more…
© 2015 Client Marketing Systems, Inc.
Advisors Assistant Key Features
3-factor Security from Day 1
Deep Integrations Black Diamond is the newest addition!
54 at last count
Fully Documented API Includes business rules
Put and Get data
Extensive Administrative Features Role-based Security
Process Logs
Access Rights
© 2015 Client Marketing Systems, Inc.
More Than Just A CRM
Portfolio Management with Downloads
Insurance Policy Management
Document Management
Mobile Solutions
Fully Integrated In One Powerful Program
© 2015 Client Marketing Systems, Inc.
The Leader in Client Management Software for
Financial Serviceswww.AdvisorsAssistant.com
(800) 799-4267Shannon Dempsey
Vice President, Sales