Did you know that you can easily import a list of contacts into Advisors Assistant? You can import basic demographic information from an Excel Spreadsheet or CSV File to populate that information in your Advisors Assistant database.
You can now add an Alert Note under Advisors Assistant Name Records to keep track of important information about the client or prospect. An Alert Note contains any information you deem important enough to see each time you look up the contact.
Advisors Assistant now incorporates Social Media links onto the Advisors Assistant name record. By entering in the Social Media addresses for the client, you can click directly to the client’s Facebook page, LinkedIn site, Twitter page, or Google+ page right from their Advisors Assistant View Screen!
There’s now a 360 Degree Tab now located at the bottom left corner of the Advisors Assistant View Screen. This Tab gathers activities pertaining to the contact from all over Advisors Assistant and puts them all in one place.