About Client Marketing Systems, Inc.

Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for more than 20 years.

The focus of the company has been to provide software and support to users of our primary product, Advisors Assistant. Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents, and financial planners track clients, prospects, and financial products.

We've provided toll free technical support since 1985. This has a very definite affect on the design of our software because ease of use is always a primary consideration. If we don't make our program easy to use, we pay for the support call, not you.

Client Marketing Systems is a user driven company. Ideas for enhancements come from users, the best judges of what's needed for the software. Users get free updates from our web site for a full year after purchase, so they get the advantage of ideas under development!

Client Marketing Systems, Inc.'s goal is to provide financial professionals with a client management system targeted to their needs, and a mutually beneficial ongoing user relationship based on outstanding support and training, and ongoing development of the features users want.

Privacy Policy

Client Marketing Systems' privacy policy is simple.  We do not share any information provided by you to us to any person or organization at any time without your expressed permission with one exception stated below.  This includes even the fact that you are a client of our organization.  The exception to this policy applies only to contacts outside of the USA who reside in a country for which we have a designated agent who provides technical support services.  In this case, your contact information will be provided so that they can answer questions and provide support.

Each Advisors Assistant is registered to an individual and that individual is considered to be the owner of the database and program license, and our registered user.  This is the only person who has the right to direct our activities on behalf of our client.  From time to time, we may contact you with information about new product features or special offers, but you may opt out of those contacts at any time.  If you have any questions about this policy, please contact Client Marketing Systems, Inc.


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Copyright 1999– 2006, Client Marketing Systems, Inc.

Pismo Beach, CA | 800-799-4267 | 805-773-7981
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