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 track clients, prospects, and financial products.
We've provided toll free technical support since 1985. This has a very definite affect on the design of our software because ease of use is always a primary consideration. If we don't make our program easy to use, we pay for the support call, not you.
Client Marketing Systems is a user driven company. Ideas for enhancements come from users, the best judges of what's needed for the software. Users get free updates from our web site for a full year after purchase, so they get the advantage of ideas under development!
Client Marketing Systems, Inc.'s goal is to provide financial professionals with a client management system targeted to their needs, and a mutually beneficial ongoing user relationship based on outstanding support and training, and ongoing development of the features users want.