Click the mouse and dial the phone from inside Advisors Assistant. This new enhancement not only saves time and improves accuracy, but it date and time stamps the call with the user's name and keeps track of how long the call took.

This new interface between Advisors Assistant and MacroRisk Analytics - the premier management platform for advisors - will allow advisors to easily transfer their client accounts from their Advisors Assistant database to MacroRisk Analytics.

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.

This new integration between Advisors Assistant and Microsoft Exchange makes connecting the CRM to the company's Exchange accounts much quicker and easier.