Advisors Assistant, the Leader in Client Management Software (CRM,) helps you increase Sales, stay in touch with clients so they don't stray to other Advisors, Increase Efficiency.
With this program you can:
- Run Web-Based or Computer-Based
- Track clients, prospects, agents, reps, brokers, vendors, mailing lists, and more!
- Tracks all types of investment and insurance products, including group insurance.
- Download daily investment transactions and calculate rates of return.
- Track Notes, Appointments, Follow-ups.
- Send Letters and Emails.
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