Advisors Assistant Integration and Strategic Partners
Client Marketing Systems, Inc. has established time saving integration with the companies below to save you time and help run your office more efficiently.
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Advisors Assistant is also a member of Your Silver Bullet, an organization which promotes software integration within the Financial Services Industry. |
Partner Spotlight
Introducing Advisors Assistant's Newest Integration Partner - TradeWarrior!
Through our integration with TradeWarrior’s rebalancing system, you can download your Advisors Assistant data such as Households, Account Holdings, Cost Basis, Security Prices, and more directly into TradeWarrior. This integration provides updated values on all of your client positions, and allows you to quickly trade and rebalance your client’s accounts in a timely and efficient manner.
TradeWarrior was developed by former investment advisors and provides a practical real world approach to solving the rebalancing and trading needs that advisors face. TradeWarrior was designed to provide financial professionals with a thoughtful balance of functionality and price. You can learn more about the company on its website at www.TradeWarriorSoftware.com. To schedule an online demo of TradeWarrior, please call 877-499-9192 ext 2.
See TradeWarrior in ACTION! Watch our recorded Partner Demo Webinar. 
Software Integration Partners
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.
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 quickly and easily from Advisors Assistant to any of the tens of thousands of forms in the Laser App library.
Click on the Logo above to learn more, and ask for the Advisors Assistant discount when ordering.
Mobile Assistant provides an efficient, easy way for you to dictate notes from in or out of your office and have them appear in your client notes in Advisors Assistant automatically - with no typing or cutting and pasting! It will encourage note taking, reduce the time involved, and let you provide more detail in half the time. Detailed notes are one of your best E&O defenses.
Click on the logo above to find out more about Mobile Assistant, or CLICK HERE for a flyer outlining the discounted price offered to Advisors Assistant users.
SPECIAL 2012 DISCOUNT! CLICK HERE to read more about this promotional price good through 2012!
See how Mobile Assistant can streamline your notes! Watch our recorded Partner Demo Webinar.
MoneyGuidePro provides an exciting new approach to Financial Planning. It replaces the unnecessary complexity of traditional, detailed-cash-flow planning software with a goal-oriented process that is faster, easier and more engaging for the client. Save time by transferring data quickly and easily from Advisors Assistant to MoneyGuidePro. To learn more, click on the logo above or call 800-743-5312. Be sure to ask about the discount offered to Advisors Assistant users.
See MoneyGuidePro in ACTION! Watch our recorded Partner Demo Webinar.
The TOTAL Planning Suite provides a full spectrum of planning tools to satisfy any customer type. Transfer data quickly and easily 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.
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.
ReadyDoc for Advisors Assistant™ offers seamless integration between Advisors Assistant® and ReadyDoc®, a web-based electronic document management system. The result is a powerful combination that converts paper documents to electronic files and automatically links them to each client. There’s minimal data entry, and very little learning curve for Advisors Assistant® users.
Now you can capture documents from within Advisors Assistant®, and store them on the cloud in ReadyDoc®. This easy to use application has all the features and efficiencies of a true Document Imaging and Management System. Additional information is available from the Paperless Office web page.
Through our integration with TradeWarrior’s rebalancing system, you can download your Advisors Assistant data such as Households, Account Holdings, Cost Basis, Security Prices, and more directly into TradeWarrior. This integration provides updated values on all of your client positions, and allows you to quickly trade and rebalance your client’s accounts in a timely and efficient manner.
TradeWarrior was developed by former investment advisors and provides a practical real world approach to solving the rebalancing and trading needs that advisors face. TradeWarrior was designed to provide financial professionals with a thoughtful balance of functionality and price. You can learn more about the company on its website at www.TradeWarriorSoftware.com. To schedule an online demo of TradeWarrior, please call 877-499-9192 ext 2.
See TradeWarrior in ACTION! Watch our recorded Partner Demo Webinar.
Downloads
Albridge Solutions WebServices platform provides a seamless and secure way to pass valuable consolidated client, account and holdings information from the Albridge Solutions database to other critical applications in an advisor's practice. Advisors Assistant is an Albridge Partner.
Advisors Assistant also has integration with the Albridge Applink platform for fast access to a client's profile and portfolio information.
If 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.
Other Downloads Available
| Fidelity/NFS | Charles Schwab |
| First Clearing | SEI Investments |
| LPL Financial | TD Ameritrade |
| MassMutual | Trust Company of America |
| Pershing | UNIFI |
| RBC | Wedbush Morgan |
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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