Pat Dempsey

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.

"CAM" System Streamlines Important Data “Interactivity”

Client Marketing Systems, Inc., parent company of the highly popular CRM program Advisors Assistant®, is pleased to announce the integration of the Career Activity Management (CAM) System, and Advisors Assistant.

MacroRisk is the Premier Risk Management Platform for Financial Professionals