Advisors Assistant

Advisors Assistant – The Leader in Client Management Software for Financial Services Professionals.

[Advisors Assistant @AdvisorsAssist]

Thanks #Google - Now we get to update all our help documents... turns out that we have "G-Suite" integration. https://t.co/arLQxy5yJZ

[Advisors Assistant @AdvisorsAssist]

@BillWinterberg Configurable by user group! PII access part of our awesome "Security Roles & Tasks" control. Covers several government IDs.

[Advisors Assistant @AdvisorsAssist]

It's hard for #fintech makers to inform users about all the little improvements. We use our QuikTips- like this one https://t.co/Q76abATsC1

[Advisors Assistant @AdvisorsAssist]

We're using our API to build a new generation of integrations, but we're most excited to let others use it too!

https://t.co/7DFeDegA1X

[Advisors Assistant @AdvisorsAssist]

MassMutual Agents-15% Discount and FREE BoB Download that easily loads your clients into Advisors Assistant for you. https://t.co/CtkEDPlW0y

[Advisors Assistant @AdvisorsAssist]

Google Apps integration is a rare beast in the #fintech space, but here's a reminder that we have it! https://t.co/LhhvnGmTeD

[Advisors Assistant @AdvisorsAssist]

That begs for a CRM to help match services to the right client segments, so you can control costs. Ask us how! https://t.co/eSSoLdDLf6

[MichaelKitces @MichaelKitces]

“RIAs provide an average of 10 different services, but 90% of firm revenue comes from fees linked to AUM” https://t.co/CxU0oA2zGn

[Advisors Assistant @AdvisorsAssist]

Flexible email archiving is one of our core strengths. Here's a tip on adding historical messages to your notes. https://t.co/EKel6Nbjn0

[Advisors Assistant @AdvisorsAssist]

Microsoft keeps giving us reasons to stay tightly integrated with Office. https://t.co/dOaOTCJO3p

[Advisors Assistant @AdvisorsAssist]

As @MichaelKitces points out, financial professionals have many personality types. A look across our users agrees! https://t.co/EyleXHAFzg

[Advisors Assistant @AdvisorsAssist]

How do you make certain that clients know you CARE? Do you have the right processes? Record the right details? https://t.co/UWUKcoO9Gq

[Advisors Assistant @AdvisorsAssist]

This week's QuikTip covers an awesome power feature - Advanced Queries. Check it out! https://t.co/6HgwkGWOaJ

[Advisors Assistant @AdvisorsAssist]

Well, we still like Twitter... https://t.co/sU8pvUxvLo

[Financial Times @FinancialTimes]

Twitter shares drop on downbeat outlook https://t.co/VWv3qXm2lr

[Advisors Assistant @AdvisorsAssist]

Advisors Assistant keeps you so organized it's like hiring a new employee without the payroll expense. https://t.co/O4cYiUS1WQ

[Advisors Assistant @AdvisorsAssist]

Departments are a favorite new feature in Advisors Assistant version 8, especially when coupled with workflows! https://t.co/dQEcUDIGGe

[Advisors Assistant @AdvisorsAssist]

The Albridge Forum is filled with industry leaders meeting to learn and improve cooperation - we wouldn't miss it! https://t.co/dzG8npN3mR

[Advisors Assistant @AdvisorsAssist]

Advisors Assistant makes it easy to contact clients quickly if they need calming and reassuring. https://t.co/sqR7hk6Q7Q

[Advisors Assistant @AdvisorsAssist]

Ok everybody... Let's hope tomorrow brings a #PrimeDay deal on #WorldPeace

[Advisors Assistant @AdvisorsAssist]

Do you clearly identify which clients receive which "soft service"? Are you charging for them? You should! https://t.co/cafkVQ0Ka7

[Advisors Assistant @AdvisorsAssist]

Financial CRMs, like us, would love to see a more open LinkedIn API - maybe we will! https://t.co/IYGIqpggpZ