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Advisors Assistant Announces HTML 5 Web App

Submitted by Technology Tools for Today on February 12th, 2015


Automatically Adapts to All Screen Sizes

Client Marketing Systems, Inc., parent company of the CRM program Advisors Assistant®, is pleased to announce Advisors Assistant Everywhere, an HTML5 version of the popular Advisors Assistant CRM with optional Portfolio Management and Insurance Management modules.

Client Marketing Systems is introducing Advisors Assistant Everywhere February 12 – 14, 2015 at the T3 Conference in Dallas, TX. It is already getting positive reviews from beta testers, and will go into wide release in March, 2015.

Advisors Assistant Everywhere is capable of determining the screen size of the hardware it is running on, and then automatically adapting its format to that size. It is designed to run on all of the popular phones, browsers, and tablets. It is also tested on the major browsers, iPhones and iPads, Android phones and tablets including both 7 inch and 10 inch models, as well as Microsoft phones and tablets.

“One of the advantages of HTML5 is that it can automatically adapt to screen sizes. However, you have to be careful with the design, and do extensive testing on all of the popular screen sizes to make sure the adaptations don’t interfere with ease of use and the application’s utility,” says Pat Dempsey, the company’s President and CEO.  “I personally test every screen, and I don’t hesitate to send it back to the developers for small tweaks or complete redesigns,” he continues.

“With Advisors Assistant containing thousands of user suggested features, our 30 years of experience working with financial advisors and CRM puts us in a unique position to understand advisors requirements for the mobile office,” says Dempsey. “The feature set, which includes phone dialing, mapping, and sending emails from your smart phone, is aimed at mobility, but it works great as a companion to Advisors Assistant,” he says. “You can even create a PDF report and email it to a client from your smart phone or tablet.”

Client Marketing Systems, Inc. has provided software for the financial services industry for 30 years. Advisors Assistant® is a powerful yet easy to use Client Management System which combines CRM with optional Insurance Management and Portfolio Management modules. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users’ suggestions. More information is available at the company website at www.AdvisorsAssistant.com or by phone 800-799-4267 | 805-773-7981. Also on Twitter: @AdvisorsAssist.

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