#1 Mapping Addresses
Did You Know that all you have to do is Right-Click on a person’s address box in Advisors Assistant and that address is instantly mapped in Google Maps?
How Much Client Contact is Enough?
You’ve seen many articles about the need to stay in touch with your clients on a regular basis.
Advisors Assistant Announces MacroRisk Integration
This new interface between Advisors Assistant and MacroRisk Analytics – the premier management platform for advisors – will allow advisors to easily transfer their client accounts from their Advisors Assistant database to MacroRisk Analytics.
How Quickly Can You Contact Nervous Clients?
Can You Quickly Contact Your Clients to Reassure Them When There’s Disconcerting News?
When current events or unstable markets make it necessary to contact your clients right away, a world class client management system like Advisors Assistant makes it easy.