Advisors Assistant Partners With Docupace
Tracking and organizing access to clients' documents and applications has moved from the file drawer to the computer folder. This new seamless integration with single sign-on saves time and money.
Pismo Beach, CA (I-Newswire) December 30, 2013 - Client Marketing Systems, Inc., parent company of the highly popular Client Relationship Management (CRM) program, Advisors Assistant® is pleased to announce its new integration partnership with Docupace Technologies. Now tracking and organizing access to clients' documents and applications has moved from the file drawer to the computer folder. Easy access to these documents saves time, saves money, and enhances client support.
Advisors Assistant's integration with Docupace links the client's CRM record with the files stored for that client in Docupace, and accesses the individual client's file lists with just one click. There's no need to enter passwords and user IDs. Advisors Assistant does all of that for you.
After a one-time setup with the user's Docupace logon information, Advisors Assistant users can go directly to their Docupace Desktop with just one click on the Docupace icon from the Advisors Assistant screen. Advisors Assistant automatically signs the user in with their unique User ID and Password.
When users are viewing an individual contact's data in Advisors Assistant, they can also go directly to that contact's document storage area in Docupace with just a double click. It's that easy.
"This integration connects our users' client information stored in Advisors Assistant with their documents stored in Docupace in the cloud," says Pat Dempsey, Client Marketing Systems' President. "The way Docupace handles straight-through processing of applications from the advisor to the broker/dealer or clearing firm is remarkable. Now, users can be looking at CRM, Investment, or Insurance data in Advisors Assistant and jump right over to supporting documents in Docupace," adds Dempsey.
Advisors Assistant® and Docupace Technologies believe "Interoperability" is quickly becoming a hallmark of high-performance financial organizations. This new enhancement takes ease-of-use to a new level, saving time and money every day.
For more details about Advisors Assistant's new partnership with Docupace or any questions about Advisors Assistant, please contact Client Marketing System's Vice President of Sales, Shannon Dempsey at 800-799-4267 or by email at Shannon@climark.com.
About Client Marketing Systems
Client Marketing Systems, Inc. has provided software for the financial services industry for 28 years. Advisors Assistant® is a powerful yet easy to use Client Management System which combines CRM with optional Portfolio Management and Insurance Management modules. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users' suggestions. More information is available at the company website at www.AdvisorsAssistant.com or by phone 800-799-4267 | 805-773-7981. Also on Twitter: @AdvisorsAssist.
Docupace Technologies, LLC, is a privately held company based in Los Angeles. Established in 2002 and quickly gaining market share, the company is an industry leader in delivering SEC/FINRA compliant paperless processing systems to financial services firms. With their core offering, ePACS STP Network®, Docupace allows broker/dealers to connect systems, documents and data seamlessly for cost savings, efficiency and overall better business. Over 300 clients, including some of the largest broker/dealers in the marketplace, are using Docupace and the ePACS solution to streamline their business workflow, store hundreds of millions of documents and make efficient straight-through processing a reality. A military-grade storage facility and state-of-the-art systems provide a safe and secure location which houses and serves up the client's most sensitive data, with virtually no lag time, on demand, 24/7. For more information, visit www.docupace.com.
About Client Marketing Systems, Inc. / Advisors Assistant
Client Marketing Systems, Inc. has provided software for the financial services industry for 28 year More..s. Its software program, Advisors Assistant® is a powerful, yet easy-to-use Client Management System which combines CRM with optional Portfolio Management and Insurance Management modules. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users' suggestions. More information is available at the company website at www.AdvisorsAssistant.com or by phone 800-799-4267 | 805-773-7981.Less..
Client Marketing Systems, Inc. / Advisors Assistant
880 Price Street, Pismo Beach, CA
Phone : 800-799-4267
Tags:Business Software CRM advisors Insurance sales Financial planners client management systems docupace
Published On:December 30, 2013
Print Release:Print Release
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