#83: Annuity Tab

Did you know that Advisors Assistant now has an Annuity Tab where you can list all of your Annuities separately on one View Screen? The View Client with Annuities Screen combines Annuity products from both the Insurance and Investment Modules all on one View Screen....
[ Learn more ]

#82: Subset on Search All Notes

Did you know that you can create a Subset from a Global Notes Search within your Advisors Assistant database? Once you have the list of notes that match your search criteria, you can create a Subset (mini database) of just those names that match your criteria. To...
[ Learn more ]

#81: Importing a Contact list

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.

[ Learn more ]

#80 Alert Note

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.

[ Learn more ]

#79 Social Media Links

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!

[ Learn more ]

#78 360 View

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.

[ Learn more ]

Pin It on Pinterest