Advisors Assistant is a CRM for Financial Advisors and the Financial Services industry. It gives you instant, secure access to your client data from your desktop, from the Web, or from your mobile device any time, any where.

Contact Management-CRM

Portfolio Management

Insurance Management

Commission Management

Document Management

All In One Powerful Program - You Choose The Modules You Need

  The leading CRM For Financial Advisors


At Client Marketing Systems we have one simple goal: to build software that helps advisors build stronger and more meaningful relationships with their clients.

That means our CRM for Financial Advisors has to be easy-to-use, right out of the box. We have to work with an advisor's existing technology platforms. We have to deliver on what we promise, every time. And we have to back our software with the industry's #1 techincal and customer support.

The Advisors Assistant unique ClearView Screens put all of your client data at your fingertips and make the CRM for Financial Advisors extremely easy to use. See Advisors Assistant in action by clicking the button below. If the video does not play clearly, please download the latest FREE copy of Windows Media Player from Microsoft.

Advisors Assistant Overview Video

Whether you're tracking client data, insurance, or investments you can easily move from screen to screen.

Notice on the View Screen below that there are no Windows fill-in boxes. That's because you view data more often than you type it in. We took extra time to program these easy to read View Screens so you wouldn't have to stare at those screen cluttering, hard to read fill-in boxes. By eliminating those fill in boxes, we can actually give you more data on each screen.

Main Screen for CRM for Financial Advisors
View Client with Workflows Screen

dashboard for crm for financial advisors

Advisors Assistant Customizable Dashboard


User Testimonials

"I've been using your program for years, and it has really helped me make more sales. Just a few weeks ago, I made a $32,000 commission because your program has been reminding me to call this prospect and to send him a birthday card each year. And now this new client has referred me a friend who has 4 businesses. I can't tell you how many sales I've made over the years because your program keeps me on track!"

M. Poe



Problems with this web site should be emailed to the Webmaster
Copyright 1999– 2006, Client Marketing Systems, Inc.

Pismo Beach, CA | 800-799-4267 | 805-773-7981
Support | Sitemap