Advisors Assistant

Advisors Assistant uses ClearView Screens to show client information in a clear and organized format that avoids clutter. Instead of many boxes to fill in, these screens focus on displaying relevant data clearly for easy understanding. This layout allows financial professionals to move quickly between client details, insurance policies, and investment accounts without losing track.

Advisors Assistant records detailed information for clients, prospects, agents, representatives, brokers, and vendors in one place. It also manages mailing lists and tracks relationships to maintain a full view of all contacts. This central storage helps keep information organized and supports better communication.

Advisors Assistant tracks many types of investment products and insurance policies including group insurance plans. The software downloads daily investment transactions automatically and calculates rates of return to keep financial data current. This feature helps advisors monitor portfolios and policies without manual updates.

Advisors Assistant includes tools for scanning, storing, and managing client documents securely. This helps keep important paperwork organized and easily accessible when needed. Having documents linked to client records reduces time spent searching for files and improves record accuracy.

Advisors Assistant software provides a toll-free support line for technical questions and assistance. The company offers regular updates to improve the software and free training webinars to help users learn new features. A 30-day money-back guarantee allows users to evaluate the software before making a final decision.