Did you know that you can reorganize your Advisors Assistant Notes easily by moving the Notes within Topics, combining Topics, and even moving Notes and/or Topics from one name in your database to another? All of this can be done quickly without any need to “copy and paste.”
The most recent release of the Advisors Assistant Workstation is now in the hands of every Web Hosted user and in the process of being introduced to our Computer Based users. The most obvious change is simply visual, as we subtly updated quite a bit of the user interface to improve its appearance on modern displays and improve overall readability. However, we also introduced quite a few fixes and new features. As always, we publish a changelog for public releases, however it’s worth focusing a QuikTip on some of the more important features.
Advisors Assistant offers a variety of portfolio tracking features in our optional Investment Module. One of these more detailed options is View Investment With History.
Since its introduction, the Search All Notes tool has become one of our more popular features. By searching for particular keywords or phrases within their note, users leverage it to surface all manner of interesting groups from their client data. We regularly get requests about creative ways to uses these searches to generate mail merges, create custom exports, or manage groups of contacts.
As we all continue to use more screens with larger displays and novel new aspect ratios, some of Advisors Assistant’s simpler features have become increasingly important. The Advisors Assistant workstation resizes like other Windows applications and has the ability to arrange data panes within its workspace. This gives you greater flexibility in displaying your data and comes with some extra controls, as well.
Did you know that Advisors Assistant can be used to implement and track event or seminar marketing programs?