Our Goal

is to develop software that helps advisors build stronger and more meaningful relationships with their clients. Learn moreTry our demo

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

Past President, NAIFA

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About Client Marketing Systems, Inc.

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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.

Find out more

Client Marketing Systems, Inc.

880 Price Street
Pismo Beach, CA 93449

Sales Department
800-799-4267 TOLL FREE

Technical Support
800-643-4488 TOLL FREE

Australasia Office Advisors Assistant Ltd

22B Willcott Street
Mt Albert, Auckland 1025

Sales Department
09 973 5670
0800 799 426 TOLL FREE

Technical Support
0800 643 448 TOLL FREE

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