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Advisors Assistant

Advisors Assistant is specifically designed as a client management system for the financial services industry. With Advisors Assistant you can not only perform contact management functions, but you can also track your clients' financial products including insurance and investments, consolidating them into one report. Advisors Assistant calculates dollar and time weighted rates of return, and comes with a full year of updates and toll free tech support. The Advisors Assistant unique View Screens put all of your client data at your fingertips and make the program extremely easy to use. For more information, call 800-799-4267 or go to: www.AdvisorsAssistant.com.

Contact Us

Phone: 800-799-4267

Web: www.AdvisorsAssistant.com