Advisors Assistant, the Leader in Client Management Software (CRM,) helps you increase Sales, stay in touch with clients so they don't stray to other Advisors, Increase Efficiency.
With this program you can:
- Run Web-Based or Computer-Based
- Track clients, prospects, agents, reps, brokers, vendors, mailing lists, and more!
- Tracks all types of investment and insurance products, including group insurance.
- Download daily investment transactions and calculate rates of return.
- Track Notes, Appointments, Follow-ups.
- Send Letters and Emails.
Feature-rich relational database known for its high performance and excellent concurrency
It can help you to develop impressive, professional, and effective presentations
Records everything that is happening on your screen
Puush is an actively developed, instant image/file-sharing software
Captures the screen and records your voice from the microphone
Records webcam footage or the images on your screen
Take snapshots and record screen activity on your Windows PC
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