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Advisors Assistant Contact Management

Industry studies have found that the #1 reason clients change financial advisors is Lack of Communication.

Advisors Assistant is a comprehensive Contact Management System that helps you keep in touch with your clients to keep them from straying to other advisors. It also helps you organize your office, work more efficiently, and increase sales.

You know how important client contact is, and so do we. We've designed a system that will help you track as much information as you need about your clients and prospects, and then use that information to find targeted lists of people for marketing campaigns. And Advisors Assistant links directly with Microsoft Word to help you quickly and easily get mailings out to your clients and prospects.

With our Unique View Screens, you can quickly and easily get to the information you need. The Advisors Assistant Notes, Markets, Links, and Calendar will make sure that you're keeping in touch with your clients, and that critical followups aren't slipping through the cracks.

View Client with Notes Screen

Advisors Assistant Calendar

 

With Advisors Assistant, you'll be able to

• Track any type of contact: clients, prospects, groups, vendors, friends
• Write unlimited notes for every name in the database, and organize those notes into topics
• Link names together and show how they're related. Great for tracking family members and referrals
• Track all of your appointments and ToDo
• Import & Export contacts and calendar events to Outlook to synchronize with PDAs
• Use Markets to group people into different categories for reports and mailings
• Send mailings quickly and easily with Microsoft Word
• Search client & prospect files for new sales opportunities
• Move toward a Paperless Office
• Save time filling out forms with Form Automation