Advisors Assistant® Debuts in Top Ten in Portfolio Management in 2011 Financial Planning Magazine Tech Survey

Online, March 13, 2012 (Newswire.com) - Client Marketing Systems, Inc., is proud to announce that Advisors Assistant® debuted in sixth place among the twenty-one programs in the Portfolio Management category in Financial Planning Magazine's annual survey: http://tinyurl.com/8y98bcv. Additionally, Advisors Assistant® moved up to fourth place out of the fourteen surveyed in the "CRM category" with Microsoft Outlook included at number two.

"We're pleased that Financial Planning Magazine included us in the portfolio management category in this year's survey," says Shannon Dempsey, Client Marketing Systems' Vice President of Sales. "Considering a significant amount of our users weren't surveyed because they use Advisors Assistant® for their insurance business, we believe placing 6th among the twenty one portfolio management programs surveyed is outstanding."

After hearing about the survey results, many Advisors Assistant® users agree. Client Marketing Systems received numerous congratulatory emails. F. Jim Parks replied, "I am thrilled to hear you did well on the survey. I predict in the future you will do even better. Thank you so much for all you do to make my life easier every day."

Client Marketing Systems, Inc. has provided software for the financial services industry for twenty seven years. The goal of the company is to provide financial advisors and insurance representatives with a client management program (CRM) which will increase their sales as well as help run their offices more efficiently. Advisors Assistant® is a powerful yet easy to use Client Management System which combines CRM with optional Portfolio Management and Insurance Management modules. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users' suggestions.

Find out why Advisors Assistant's CRM was forward-thinking when they first created their software program in 1985 and continues to be an industry leader for its users today. For more information about Client Marketing Systems, Inc., and Advisors Assistant®, please contact Shannon Dempsey, Vice President of Sales at (800) 799-4267 or by email: [email protected].