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Press Release
Mar 6, 2014
Advisors Assistant Adds Vonage Business Solutions Auto Dialer
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.
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Press Release
Jan 21, 2014
Advisors Assistant Announces MacroRisk Integration
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.
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Press Release
Dec 30, 2013
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.
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Press Release
Dec 3, 2013
Advisors Assistant Now Offers Microsoft Exchange Integration
This new integration between Advisors Assistant and Microsoft Exchange makes connecting the CRM to the company's Exchange accounts much quicker and easier.
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