Advisors Assistant 6

The next generation of Advisors Assistant, Advisors Assistant 6, has been released for the Contact Management, Insurance, Investment, Insurance Commission Module, and Imaging Assistant Modules. The following Investment Download Programs have also been released: DST FAN Mail, Pershing, DAZL, Trust Company of America, Fidelity/NFS, TD Ameritrade, LPL, First Clearing, and XMLife. All other modules are in development or beta testing.

Advisors Assistant 6 uses many of the same concepts as earlier versions of Advisors Assistant, and the basic way you use Advisors Assistant has not changed. View Screens contain more information, have a more modern look, and contain navigational shortcuts.

Movies showing a preview of Advisors Assistant 6, sample reports and a list of over 250 enhancements are located below.

Advisors Assistant 6 is 100% .NET Managed Code powered by SQL Server, and it can be implemented from the Desktop Level to the Enterprise Level. Advisors Assistant 6 positions Advisors Assistant to take full advantage of Microsoft's annual investment in research and development. Most important, our adoption of the Microsoft .NET (pronounced dot NET) Framework will help us keep your investment in technology current.

To see a preview of the new Advisors Assistant 6, click on the play movie button next to the topic of the movies below. You'll need the Adobe Flash Player to view the movies. If you do not have the Flash Player, it is available FREE at www.adobe.com.

Advisors Assistant 6 Preview Movies

Advisors Assistant 6 Overview  
Advisors Assistant 6 Investment Module Overview  
Advisors Assistant 6 Insurance Module Overview  
Advisors Assistant 6 Group Insurance Module Overview  

 

A sample of some new reports and a list of over 250 enhancements we've added to Advisors Assistant 6 is available by clicking the links below:

Advisors Assistant 6 System Requirements

Advisors Assistant is fully compatible with Windows 7
 

When considering system requirements, please keep in mind:

  • For today’s operating systems (Windows and Windows Server) you should have at least 5 GB free disk space AFTER installing software. Windows needs space for temporary files. Microsoft SQL Server and the Advisors Assistant Database will take 1-2 GB of disk space to install, so you should have at least 6 GB of free disk space available on the computer that will host the database.
  • When a program’s minimum requirements are stated, it means the program will run, but if you have minimum memory, and try to run other programs, it will take time for Windows to organize memory because it will not be able to keep all the programs in the minimum memory space.
  • The cheapest way to speed up a computer is to add memory.
  • Generally, IT professionals say you should never let your server go below 3-5 GB of free disk space after all software is installed.
  • Though not published in the Microsoft Requirements, SQL Server does not function on compressed drives.

Single User Advisors Assistant

  • 7GB  free disk space on the local C Drive (10 GB free space if downloading  investments. Microsoft’s SQL Server requires 4.5 GB itself.  The rest is for workspace for your programs.) 1 GB RAM, 2GB+ highly recommended for XP and required for Vista or Win7, or if you're downloading investments.
  • DVD drive required (internal or external.)
  • Windows XP Professional SP3 or above with the latest Windows Updates installed. XP Home, Vista Home, and Windows 7 Home versions are not recommended for business applications like Advisors Assistant. These operating systems can be updated from Microsoft.
  • Outlook 2003 or later (Outlook 2010 64 bit is not yet compatible. Microsoft recommends installing Office 2010 32 bit, even on 64 bit computers.)
  • If this computer will be used for Imaging Assistant™ make sure it meets the Imaging Assistant™ specifications.

Network & MultiProducer Advisors Assistant

Advisors Assistant 6 will run on a server-based network or a peer-to-peer network.

For the computer storing the database (server or shared computer):

  • 7GB free disk space on the local C Drive (10 GB free space if downloading investments. Microsoft SQL Server requires 4.5 GB itself.  The rest is for workspace for your programs.) Minimum 1GB RAM (Min 2 GB RAM required for Vista, Win 7, Server 2003 or Server 2008). If this computer will also be used as a workstation, and investments will be downloaded using this computer, 2GB RAM is needed.
  • DVD drive required (internal or external.)
  • Windows XP Professional SP3 or above with the latest Windows Updates installed. Due to network limitations imposed on home operating systems, XP Home, Vista Home, and Windows 7 Home versions are not recommended for network copies of Advisors Assistant and tech support is not provided for these network systems. These operating systems can be updated from Microsoft, or an earlier version of Advisors Assistant can be purchased that works on these operating systems.
  • If this computer will be used for Imaging Assistant™ make sure it meets the Imaging Assistant™ specifications.

For the workstation computers:

  • 1.75GB free disk space. Minimum 1GB RAM, 2GB+ highly recommended. Windows XP Professional SP3 or above.
  • Outlook 2003 or later (Outlook 2010 64 bit is not yet compatible. Microsoft recommends installing Office 2010 32 bit, even on 64 bit computers.)
  • If this computer will be used for Imaging Assistant™ make sure it meets the Imaging Assistant™ specifications.

Web Hosted Advisors Assistant
The Advisors Assistant Program is installed to each computer you will use to access the Advisors Assistant Web Hosted System.

  • 1.75GB free disk space. Minimum 1GB RAM, 2GB+ highly recommended. Windows XP Professional SP3 or above.
  • Outlook 2003 or later (Outlook 2010 64 bit is not yet compatible. Microsoft recommends installing Office 2010 32 bit, even on 64 bit computers.)
  • If this computer will be used for Imaging Assistant™ make sure it meets the Imaging Assistant™ specifications.

Microsoft .NET

.NET is the next generation of software that connects our world of information with devices such as cell phones or remote laptops. .NET technology is about leveraging technology so that it works for you. It’s about communicating with various programs and devices that are available now, or will become available, to help you use your software in new ways.

While Advisors Assistant 6 will be using the Microsoft .NET technology, it does not force you into a "Web-based System." Advisors Assistant 6 will use the Internet where it makes sense. For example, you will have the option of locating your database on your desktop, across the office, or across the country. Some of Advisors Assistant 6 resides on your workstation using a Microsoft technology called Smart Client. (It’s on your workstation when it’s “smart” for it to be there!) Some of the program, the part that does most of the data-intense processing, is located with the database, so that the data doesn’t have to be sent over a network or the Internet until you ask to see it. Advisors Assistant 6 strikes a perfect balance between intelligent use of the Internet for remote access (without having to maintain a “web server,”) and allowing you to store your data on your own Windows XP or Windows Server computer.

Client Marketing Systems received the Microsoft Front Runner in July, 2006 for being among the first independent software vendors to have their application tested on SQL Server 2005 and bring the application to market.

We’re designing Advisors Assistant 6 to help you do what you want to do, where you want to do it.

 

 

Microsoft Certified Partner

Client Marketing Systems, Inc. is a Microsoft Certified Partner under the Independent Software Vendor category.

Advisors Assistant 6 was tested for SQL Server 2005, Windows Client, and Microsoft .NET. (The application had to be 100% .NET).

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