Advisors Assistant® Now Offers Expanded Integration with Albridge Applink Enhanced Integration with Advisors Assistant and Albridge provides seamless access to client portfolios. Pismo Beach, CA (I- Newswire) March 01, 2012 - Client Marketing Systems, Inc. (CMS), parent company of the highly popular software program Advisors Assistant®, is pleased to announce an outstanding enhancement to its program - expanded integration with Albridge Applink. CMS first partnered with Albridge in 2004, to provide a download of account positions into the Advisors Assistant Portfolio Management System. With the new expanded integration, users of Advisors Assistant's® CRM software can not only download positions, but now they'll have instant access to their clients' portfolio data and reports on the Albridge System. Instead of having to enter an ID or Password each time they log onto Albridge, now with just a couple of mouse clicks, Advisor Assistant® users can log directly into Albridge to view their client data. Users can even start from a client screen in Advisors Assistant® and log directly into that client's portfolio in Albridge. Albridge Applink provides a single sign- on interface to offer investment professionals and staff members quick access to their client data and a variety of other Albridge features. Additionally, Applink is very secure. The transfer of information using Albridge's standard authentication process ensures client records are protected. Advisors Assistant® and Albridge believe "Interoperability" is quickly becoming a hallmark of high- performance financial organizations. This new enhancement now provides: • applications and systems that are accessed through a single user ID and password • workflow without interruption as users access multiple types of data, from different sources; and • the opportunity to create an in- house portal, directing their investment professional views to preferred and connected applications. After a one time set- up of a partner User ID for the appropriate financial institution, Advisors Assistant® users can connect with Albridge and the Applink interface with simple mouse clicks. For more information or a free demonstration of how to use Albridge's Applink with Advisors Assistant®, please contact Shannon Dempsey, 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 27 years. Their CRM, Advisors Assistant® is a powerful yet easy to use Client Management System. It combines CRM with optional Portfolio Management and Insurance Management modules. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users' suggestions. 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. More information is available at the company website at www.AdvisorsAssistant.com or by phone 800-799-4267 | 805-773-7981. Also on Twitter: @AdvisorsAssist. Company Contact Information: Client Marketing Systems Shannon Dempsey 880 Price Street, Pismo Beach, CA 93449 Phone: 805-773-7981 Published in: Business Tags: CRM financial software stockbrokers Advisors Assistant client marketing systems insurance client software allbridge applink Published on: March 01, 2012 Original Source: Advisors Assistant® Now Offers Expanded Integration with Albridge Applink
Published on Mar 1, 2012
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