February 17, 2015 - Client Marketing Systems, Inc., parent company of the CRM program Advisors Assistant®, is pleased to announce Advisors Assistant Everywhere , an HTML5 version of the popular Advisors Assistant CRM with optional Portfolio Management and Insurance Management modules.

Users of Advisors Assistant CRM Can Now Choose Outlook Archiving Method

Career Activity Management System, or the "CAM" System
Streamlines Important Data "Interactivity" for Advisors Assistant Users

Enhanced Integration with Advisors Assistant and Albridge provides seamless access to client portfolios.