Advisors Assistant

Advisors Assistant – The Leader in Client Management Software.

Advisors Assistant – The Leader in Client Management Software for Financial Services Professionals. Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for over 30 years. The focus of the company has been to provide software and support to users of our primary product, Advisors Assistant. Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents, and financial planners to track clients, prospects, and financial products.