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 program updates.

  • Web-based Advisors Assistant automatically gets updated when new versions are available.
  • Computer-based Advisors Assistant- any enhancements we release within a year of your purchase date are available for download from our website. After your first year, you can purchase an Update Subscription to continue with your 800 Line Support and Product Updates.

Any time you think of a feature you'd like to see added to Advisors Assistant, just email it to us at

Also check out our Free Webinars to see how easy Advisors Assistant is to use!

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.



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