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Advisors Assistant® Announces MacroRisk Analytics Integration

Submitted by Technology Tools for Today on January 22nd, 2014

MacroRisk is the Premier Risk Management Platform for Financial Professionals

Client Marketing Systems, Inc., parent company of Advisors Assistant®, is pleased to announce a new integration with MacroRisk Analytics.  With this new interface between Advisors Assistant and MacroRisk Analytics, advisors will be able to transfer the client accounts they have in their Advisors Assistant database over to MacroRisk Analytics.
 
MacroRisk Analytics is the premier risk management platform for financial professionals, designed for long term investors. Their proprietary tools and measures allow advisors to reduce risk to their client’s portfolios by diversifying across the entire economy, or take advantage of the current economy for superior investment returns.
 
“This is an important integration,” says Pat Dempsey, CEO of Client Marketing Systems, Inc.  “The Advisors Assistant partnership with MacroRisk Analytics is a win / win situation for our users.  We think combining Advisors Assistant’s CRM with MacroRisk Analytics offers an advisor the opportunity to analyze their client’s accounts by easily exporting them from Advisors Assistant to MacroRisk Analytics, a cutting-edge investment platform. They assist advisors in the identification and proactive management of macroeconomic risk in Client’s portfolios. We are very excited about this integration.”

“Integration with the Advisors Assistant Portfolio Management System is an important addition to our list of strategic relationships. Advisors can send portfolios from Advisors Assistant to the MacroRisk platform with just a few mouse clicks. The integration is seamless,” remarks Mike Phillips, Ph.D., CEO & Chief Scientist of MacroRisk Analytics.
 
To learn more about this latest integration between Advisors Assistant and MacroRisk Analytics contact Shannon Dempsey, Client Marketing Systems Vice President of Sales, at 800-799-4267 or by email at Shannon@Climark.com.

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About Client Marketing Systems, Inc.

Client Marketing Systems, Inc. has provided software for the financial services industry for 28 years. Advisors Assistant® is a powerful yet easy to use Client Management System. It combines CRM with optional Portfolio Management and Insurance 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 at 800-799-4267. Advisors Assistant is on Facebook, LinkedIn and Twitter.
 
About MacroRisk Analytics

With over a dozen patents, MacroRisk Analytics provides “Investment Tools for a Changing Economy®” to fiduciaries, wealth managers, and institutional investors including powerful risk analysis, asset screening, portfolio construction, and reporting and documentation tools. The MacroRisk online platform provides timely statistics for domestic mutual funds, major stocks, ETFs, ADRs, and indexes and allows users to use over 100,000 economic variables for selecting assets, modeling responses, testing scenarios, and assessing the impact of the economy on assets and portfolios. MacroRisk.com is a part of the Center for Computationally Advanced Statistical Techniques (c4cast.com, Inc.) in Pasadena, California. Visit our webpage at www.MacroRisk.com today to learn more!

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