© 2015 Client Marketing Systems, Inc. Advisors Assistant Everywhere ® – The Complete Solution For Today’s Mobile Advisor Shannon Dempsey Vice President, Sales The Leading Client Management System for Financial Services

© 2015 Client Marketing Systems, Inc.

Responsive Formatting  Browser Independent  Every Tablet  Every Smartphone

© 2015 Client Marketing Systems, Inc. Work Everywhere

© 2015 Client Marketing Systems, Inc. Version 8 Enhancements  Google Integration archiving with Attachments Calendar & Contact Synchronization  Teams & Departments  Social Networking Links  360° View  Alert Notes  And many more…

© 2015 Client Marketing Systems, Inc. Advisors Assistant Key Features  3-factor Security from Day 1  Deep Integrations Black Diamond is the newest addition! 54 at last count  Fully Documented API Includes business rules Put and Get data  Extensive Administrative Features Role-based Security Process Logs Access Rights

© 2015 Client Marketing Systems, Inc. More Than Just A CRM  Portfolio Management with Downloads  Insurance Policy Management  Document Management  Mobile Solutions Fully Integrated In One Powerful Program

© 2015 Client Marketing Systems, Inc. The Leader in Client Management Software for Financial Services (800) Shannon Dempsey Vice President, Sales