Advisors Assistant is designed
as a client management system for insurance agents, registered reps, agencies,
brokers, and financial planners. With Advisors Assistant you can: Track clients,
prospects, agents, brokers, vendors, mailing lists, and more! Track all types of
insurance products including group insurance. Track investments such as mutual
funds, stocks, bonds, variable annuities, variable life, and other unit based
products. Automatically calculate both time and dollar weighted rates of return.
Download your clients' mutual fund activity each day using DST FANMail,
Pershing, DAZL, Fidelity/National Financial, Wedbush Morgan, and TD Waterhouse.
Others will be available soon. Merge client, policy, and investment data into
letters, and print envelopes and labels. Advisors Assistant has a built in word
processor and will also merge with Microsoft Word. Track and calculate
commissions for one agent or an entire agency, and produce agent transmittal
reports, management reports, and reports showing the agency net commission on
each and every policy payment. Manage your appointments and ToDo's for an
entire staff and have Advisors Assistant remind you when an important event is
approaching. Take your data on the road and enter data at remote sites and then
merge the data with the main office database. Export contact information,
appointments, ToDo's, and more to Palm Pilots, Cell Phones, and Windows CE
devices through our Outlook connection. Export Mutual Fund, Variable Annuity,
Stocks, and Closed End Investment Fund data to Morningstar's Principia Pro.
Export your data to Microsoft Outlook and to your favorite hand held computer so
you'll always have your names, addresses, phone numbers, email addresses, and
calendar with you. Mail Merge Email right from Advisors Assistant and
automatically capture the email into your client notes. Export Insurance and
Investment data to Microsoft Excel and print custom graphs. Produce a variety of
great looking reports and graphs. Operate as a single user or on a network.