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. Plus, Advisors Assistant links directly with Microsoft Word and Outlook to help you quickly and easily get marketing mailings and emails 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, workflows and calendar will make sure that you’re keeping in touch with your clients, and that critical follow-ups aren’t slipping through the cracks.