Advisors Assistant Updates
At Client Marketing Systems we really do listen to suggestions from our users. That's why we're always adding new features to the software. We know we can't think of everything - every office works differently, and Advisors Assistant users in the field have come up with some fantastic ideas. We've made thousands of changes over the years based on user suggestions - you really keep us on our toes!
Every Advisors Assistant comes with a Full Year of Free Updates - any enhancements we release within a year of your purchase date are available for download here from our website. After your first year, you can purchase an Update Subscription to continue with your 800 Line Support and Product Updates.
How To Update - the latest version is 2.81.3809 released March 03, 2008
Current users please click the button below to log in and download the latest build of Version 2.8!
You can renew your update subscription by contacting our Sales Department at 800-799-4267,
805-773-7981 or fax us at 805-773-7985.
Our updates give you lots of "bang for the buck." Check out the history below.
Advisors Assistant 6 Contact Management and Insurance Modules Released!
The Advisors Assistant 6 Contact Management and Insurance Modules have been released. If you are only using these two modules, and are current with your Renewal Subscription, you can update to Advisors Assistant 6 free of charge. Call our Sales Department at (800) 799-4267 to update.
For preview movies, sample reports, and a list of the over 250 enhancements available in Advisors Assistant 6 CLICK HERE.
History of Advisors Assistant Enhancements
Advisors Assistant News
See how easily you can move toward the Paperless Office in the Products section of this website.
Save Time! Automate your forms using Laser App and Quik! Forms.
The Advisors Assistant Training Classes and Web Tutorials are getting great reviews by attendees. Click on Training above for schedules and outlines.
A4 Paper Size Reports for our International Users are now available for Version 2.60 or later on the Update page.
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