Advisors Assistant®

Advisors Assistant Updates Email Archiving


Outlook Users Can Now Choose Archiving Method

Client Marketing Systems, Inc., parent company of the highly popular CRM program, Advisors Assistant®, is pleased to announce several new features that have been added to its Outlook email archiving function. These new features enable Advisors Assistant users to streamline how often they check Outlook for new emails and when they are archived.

Advisors Assistant® Announces MacroRisk Analytics Integration

MacroRisk is the Premier Risk Management Platform for Financial Professionals

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