Advisors Assistant Strategic Partners
Client Marketing Systems, Inc. has established integration or relationships with the companies below to save you time and help run your office more efficiently. Client Marketing Systems has also negotiated discounts for Advisors Assistant users towards the purchase of the products below.
Check out AdvisoryWorld's ICE product for financial planning, portfolio optimization, Monte Carlo simulations, and more. Advisors Assistant will export selected portfolios to ICE.
Click on the AdvisoryWorld logo to learn more. Verified Advisors Assistant users receive a discount on the service.
Use Copytalk to dictate notes by phone right after an appointment. You'll then be emailed the transcribed so that you can paste them right into the Advisors Assistant Notes and add follow-ups. Make note taking faster and easier. Great E&O protection!
Click on on the logo above to learn more about Copytalk and the discount for Advisors Assistant users.
The TOTAL Planning Suite provides a full spectrum of planning tools to satisfy any customer type. Transfer data from Advisors Assistant into the TOTAL Planning Suite, and you can then pick the right reporting tool for each client engagement.
Click on the Money Tree logo to learn more about the TOTAL Planning Suite.
Export portfolio data from Advisors Assistant to Morningstar Principia and Advisor Workstation to run analysis reports.
Form Automation Programs
Both Form Automation Programs listed below integrate with Advisors Assistant and have thousands of forms available. Check with your Broker Dealer to see if they've chosen a form program. If not, see which of the two programs carry the forms you need for the products you sell.
Laser App is a Form Automation program that will automatically fill in your applications for you. You'll save countless hours because all of the redundant data like name, address, tax ID, etc. will be transferred from Advisors Assistant to any of the 30,000+ pages of forms in the Laser App library.
Click on the Logo above to learn more, and ask for the Advisors Assistant discount when ordering.
Quik! Forms Library is a Form Automation program to help you automatically fill in your applications. You'll save countless hours because all of the redundant data like name, address, etc. will be transferred from Advisors Assistant to forms in the Quik! Forms library.
Click on the Logo above to learn more, and ask for the Advisors Assistant discount when ordering.
Other Company Links of Interest
IIf you sell mutual funds and variable annuities direct with the companies, you may be able to download them into Advisors Assistant through DST FAN Mail. Click on the logo above to see if your companies are available through DST FAN Mail. If your companies are on the list, you can purchase the Advisors Assistant Investment Module and DST Download to download daily investment transactions into Advisors Assistant.
DAZL is another source for downloading mutual fund transactions that you're selling direct with the companies. Click on the logo above to see if DAZL carries your companies. If your companies are on the list, you can purchase the Advisors Assistant Investment Module and DAZL Download to download daily investment transactions into Advisors Assistant.
Marketing Tools
We're often asked for referrals to marketing consultants in the financial services industry. Check out these companies for ideas on how to take your business to the next level. Then use Advisors Assistant to implement their ideas!
Maribeth Kuzmeski, MBA - Red Zone Marketing, LLC
Improve your marketing strategies, develop a consistent Marketing Game Plan, increase referrals, and delight your current clients. Move from the Red Zone to the End Zone with less effort and increased success.
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