Client Management Tools
Successfully managing your own business requires the assistance of companies and suppliers who know your business and are interested in your success. Take advantage of these NAIFA Preferred Providers to grow your practice.
Client and Investment Management Software with Advisors Assistant
Client Marketing Systems, Inc. has been the leader in client and investment management software since 1985. Advisors Assistant is software specifically written for registered reps, financial planners, insurance professionals and entire offices/agencies. It combines client, investment and insurance tracking with contact management to help increase sales and run your office at peak efficiency.
As a NAIFA Member, you save $100 off the list price of Advisors Assistant. For additional information about Client Marketing Systems or to download your free demo, visit www.advisorsassistant.com or call 1-800-799-4267. When calling, be certain to identify yourself as a NAIFA Member.