Advisors Assistant© and AdvisorVault Create Seamless Interface
With simple mouse clicks, these two outstanding client software programs for financial advisors and insurance agents work as one.
Pismo Beach, CA, December 3, 2014 (Newswire.com) - Client Marketing Systems, Inc., parent company of the highly popular CRM program Advisors Assistant®, is pleased to announce its integration with AdvisorVault by Advisor Products. Both Advisors Assistant and AdvisorVault believe “Interoperability” is quickly becoming a hallmark of high-performance financial organizations. This new enhancement now provides Advisors Assistant users with a client facing portal which is so tightly integrated with Advisors Assistant that, for all practical purposes, the two products appear as one.
Advisors Assistant creates and tracks content through the downloading and storing of client data, investment data, and insurance coverages. It then can create reports for clients in batches, reporting asset values and performance of investments and policy summaries. Advisors Assistant can then upload these reports to AdvisorVault in batches with just a few mouse clicks.
"This is the way integrations should work. The result has been an amazing collaboration between our AdvisorVault product and the Advisors Assistant CRM and Portfolio Manager."
Andrew Gluck, CEO, Advisor Products
AdvisorVault is designed to accept those reports and then notify and deliver them to clients in a secure environment, not only storing the report, but logging when the client opens the file. Clients can also send documents to their advisor through AdvisorVault. Any document or file listed in a client’s vault in AdvisorVault is also automatically listed in Advisors Assistant and can be viewed from inside of Advisors Assistant without logging onto the AdvisorVault web site. Advisors Assistant also provides single sign on to the AdvisorVault website with just one mouse click.
“When Andy Gluck, the Founder of Advisor Products, demonstrated AdvisorVault to me, I knew that this would be capable of bringing important functionality to Advisors Assistant. It was so good that we were motivated to take full advantage of the chance to integrate,” says Patrick Dempsey, CEO of Client Marketing Systems, Inc.
“Pat Dempsey and his company demonstrated great integrity and generosity by integrating so deeply with AdvisorVault,” says Andrew Gluck, CEO of Advisor Products. “Client portals and external communications are new apps for advisors that Advisor Products has pioneered. Advisors Assistant users will be able to market and operate more efficiently — as will Advisor Products users — by using an integrated platform for client portals, lead generation, CRM, portfolio accounting and performance reporting.”
Gluck also states: “This integration between Advisors Assistant and AdvisorVault was a chance to complete a communications process which begins with the client making an investment through his advisor, the data flowing from the custodian into Advisors Assistant, and the use of Advisors Assistant to produce a consolidated report from the advisor. The missing piece was using technology to efficiently deliver those reports to the clients. It’s a great marriage of technology and data.”
Additionally, Gluck says: “This is the way integrations should work. The result has been an amazing collaboration between our AdvisorVault product and the Advisors Assistant CRM and Portfolio Manager. The functionality is so seamless that Advisors Assistant even sets up accounts in AdvisorVault without even logging onto the web site. Advisors Assistant has made full use of our API to produce a great product combination.”
For more details about Advisors Assistant’s new interface with AdvisorVault, please 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 - Client Marketing Systems, Inc. has provided software for the financial services industry for 29 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. Twitter: @AdvisorsAssist; Facebook: Advisors Assistant; and LinkedIn: Advisors Assistant
About Advisors Products - Jericho, New York-based Advisor Products Inc. was founded in 1996 by Andrew Gluck, a veteran financial reporter. API makes client newsletters, websites, brochures and client portals for advisors. Powered by Advisor Products articles, videos and lead generation tools, Advisor Products and AdvisorVault makes educational financial marketing and client communications habitual. Advisor Products also hosts websites for hundreds of RIAs, broker/dealers and trusts companies. The company derives its unique content for ultra-high net worth individuals from continuing professional education programs for CFPs, CPAs, CFAs, CHFCs, CLUs, CIMAs, CPWAs, CIMCs, EAs, insurance agents and other financial professionals presented on affiliated professional education portal for advisors, Advisors4Advisors.com.
