At Client Marketing Systems we have one simple goal: to develop software that helps advisors build stronger and more meaningful relationships with their clients.

That means our CRM for Financial Advisors has to be easy-to-use, right out of the box. We have to work with an advisor’s existing technology platforms; we have to deliver on what we promise, every time; and we have to back our software with the industry’s #1 technical and customer support.

The Advisors Assistant unique ClearView Screens put all of your client data at your fingertips and make the CRM for Financial Advisors extremely easy to use.

Whether you’re tracking client data, insurance, or investments you can easily move from screen to screen.

Notice on the View Screen below that there are no Windows fill-in boxes. That’s because you view data more often than you type it in. We took extra time to program these easy to read View Screens so you wouldn’t have to stare at those screen cluttering, hard to read fill-in boxes. By eliminating those fill in boxes, we can actually give you more data on each screen.

“I’ve been using your program for years, and it has really helped me make more sales. Just a few weeks ago, I made a $32,000 commission because your program has been reminding me to call this prospect and to send him a birthday card each year. And now this new client has referred me a friend who has 4 businesses. I can’t tell you how many sales I’ve made over the years because your program keeps me on track!

M. Poe

Every Advisors Assistant Comes With:

  • World Class 800 Line Technical Support
  • Software Updates
  • A 30 Day Money Back Guarantee
  • FREE Training Webinars

About Client Marketing Systems, Inc.


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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