Advisors Assistant is the cornerstone of our practice. My staff and I use this software program every minute of every day. It’s great to have a management system that is changing and keeping up with our ever changing industry and our growing practice.Juli McNeeley, LUTCF, CFP®, CLU
About Client Marketing Systems, Inc.
Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for over 30 years.
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 of our computer-based system get free updates from our web site for a full year after purchase, so they get the advantage of ideas under development! Web-based users get ongoing support and updates for as long as they use Advisors Assistant.
Client Marketing Systems, Inc.
880 Price Street
Pismo Beach, CA 93449
800-799-4267 TOLL FREE
800-643-4488 TOLL FREE
Australasia Office Advisors Assistant Ltd
22B Willcott Street
Mt Albert, Auckland 1025
09 973 5670
0800 799 426 TOLL FREE
0800 643 448 TOLL FREE