Advisors Assistant Reports
Staying in touch with clients and building their trust is one of the main keys to success. To help you accomplish this, Advisors Assistant provides more than 300 preformatted reports, graphs, and Excel exports that you can use to stay in touch, build rapport, and gain their trust.
In addition to client reports, there are management reports designed to help you run your business and many marketing reports designed to help you increase your bottom line. There's even a report that tells you who you don't have any future follow-ups for in your calendar. You can be sure no client or prospect will never slip through the cracks!
When you fill in your name and address on the Demo Request page, we'll send you printed samples of some of the Advisors Assistant reports.
Client Marketing Systems has also partnered with AdvisoryWorld to bring you detailed investment analysis reports right from within Advisors Assistant. To find out more about the AdvisoryWorld ICE reports available from within Advisors Assistant click the following link: Advisors Assistant/AdvisoryWorld ICE Reports.
Click on the links below to see some of the Advisors Assistant reports and graphs.
Advisors Assistant Report Summary
- Client Reports
Client Summary
Client Address & Phone List
Birthday List
Phone Book Listing
Group Census Report
Calendar Daily Summary Report
Calendar Weekly Summary Report
Calendar Month-At-A-Glance
Daily Calendar with Empty Times
List of Clients with No Future Calendar Events
- Investment Reports
Simple Client Account Summary
Detailed Client Account Summary
Household Summary
401k Company Summary
Investment Summary by Account Type
Investment Summary by Investment Type
Variable Account Summary
Asset Allocation by Category Graph
Asset Allocation by Objective Graph
Investment & Insurance Summary
Simple Sales Blotter by Date
Detailed Daily Sales Blotter
Cumulative Cost Basis Summary
Investment Transaction Commission Summary
Investment Trailer Commission Details
Account Performance Summary
Total Account Performance Report
Account Performance with Activity
Account Performance with Prior Periods - Insurance Reports
Client's Policy Summary
Policy List
Policy Values Statement
Policy Summary by Owner
Policy Summary by Company Graph
Insurance Production by Agent
Insurance Production by Agent Graph
Policies In Underwriting - Agent Statement
Policies in Underwriting - Agency Summary - Insurance Commission Reports
Commissions Due & Paid Summary
Agency Commissions Graph by Agent
Agent Transmittal Statement
Agency Distribution with Agent Detail
Agency Distribution Summary
Advisors Assistant User Testimonials
"I've been seeing the benefits of Advisors Assistant more and more. It was impressive when a prospect gave me a report to review from a big financial company. The report was so inferior to what I get from Advisors Assistant. Your reports are clear and concise and as detailed as I choose to be. Advisors Assistant reports blow away the competition!" Amy Bunker
"Compliance Officers are amazed by the reports Advisors Assistant provides. The OSJ bi-annual compliance reviews using Advisors Assistant have amazed the auditors for completeness. The reports exceeded NASD, Registered Investment Advisors, and Outside Business record keeping requirements." William James, CFP®, CLU
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