Advisors Assistant Overview
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Advisors Assistant is designed as a client management system (CRM) for the Financial Services industry.
The Advisors Assistant unique View Screens put all of your client data at your fingertips and make the program extremely easy to use.
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.
View Client with Investment Accounts Screen
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!"
Michael Poe - AL
Advisors Assistant Solutions
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