About
Advisors Assistant is a CRM solution to help consultants manage their clients. Customer management assistance software for financial services professionals. it combines insurance tracking and portfolio management in one powerful application. Insurance and document management commissions are also available.
Customer relationship is very important. We recently added a feature to Advisors Assistant that searches your calendar for contacts that are not scheduled for future contacts. You can also filter by name.
For example, you can search for clients who have no scheduled contact with the consultant or simply search for clients who do not have scheduled calendar appointments. They are all part of our excellent CRM call management. Your client documents and programs are transferred from the file drawer to your computer folder with just one click. Advisors Assistant is specially designed as a customer management system for financial services. Advisor Assistant not only allows you to perform call management functions, but also allows you to track your clients' financial products, including insurance and investments, and integrate them into one report. This software calculates dollar returns and time weight and comes with a whole year of free upgrades and technical support.
The unique page of this CRM software makes all your customer information available to you and makes the program very user-friendly. Advisors Assistant is a call management, CRM, portfolio management and insurance program that allows registered agents, insurance agents and financial planners to track clients, prospects and financial products.
