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Advisors Assistant has proven to be an invaluable tool for financial advisors, helping them solve the challenge of balancing marketing …
Overview
What is Advisors Assistant?
Advisors Assistant is Client Management Software for Financial Services Professionals that combines CRM, Insurance Tracking, and Portfolio Management in one program, with Insurance Commission and Document Management also available, from FMG Suite headquartered in San Diego.
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What is Advisors Assistant?
Advisors Assistant is Client Management Software for Financial Services Professionals that combines CRM, Insurance Tracking, and Portfolio Management in one program, with Insurance Commission and Document Management also available, from FMG Suite headquartered in San Diego.
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Product Details
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- Tech Details
What is Advisors Assistant?
Advisors Assistant Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Advisors Assistant has proven to be an invaluable tool for financial advisors, helping them solve the challenge of balancing marketing efforts while maintaining compliance. Users have praised the software's in-house compliance feature for its effectiveness and responsiveness in handling requests. However, some users have reported slower response times when working with specific brokers, highlighting an area of improvement for the software.
Despite some users experiencing disappointment in false promises made by Advisors Assistant that led them to question the firm's financial stability, others have found value in the software's capabilities. Advisors Assistant has helped users increase their influence in their respective fields, providing a platform for creating impressive commercial websites and addressing the problem of website building. With a well-designed website created through Advisors Assistant, users have seen increased productivity and improved business performance.
One of the key advantages of Advisors Assistant is that it allows users to have autonomy in editing, updating, and expanding their websites without relying on constant assistance from Advisors Assistant. The software's easy-to-use dashboard format has received positive feedback from users as they appreciate the convenience it offers in implementing changes. Additionally, Advisors Assistant's commitment to adding new programs, partners, and offerings has generated excitement among users as it promises enhanced SEO capabilities, better design features, and additional marketing resources.
The automation provided by Advisors Assistant has been seamless and highly valued by users. It serves as a reliable communication tool, allowing financial advisors to stay in touch with clients and prospects while ensuring compliance. Furthermore, the engagement of Advisors Assistant with training programs helps create a viable platform for customers to review user businesses.
Although there have been instances of disruptions post-implementation where Advisors Assistant may not fully address day-to-day business requirements leading to website revisions, many users are still satisfied with the software as it meets their CRM and website integration needs.
Overall, users appreciate the time-saving benefits of Advisors Assistant. The ability to send out pre-approved content gives financial advisors confidence in their client outreach strategies and provides them with valuable ideas for better engagement.
Easy-to-use Platform: Many users have found FMG Suite to be incredibly user-friendly, even for those who do not have coding knowledge or their own marketing team. The platform's intuitive interface and convenient features for website creation, blogs, and emails make it accessible and efficient for individuals looking to establish an online presence.
Compliance Integration: Reviewers appreciate the seamless integration of FMG Suite with their compliance departments. This ensures that all actions taken on the platform are compliant with rules and regulations. The direct connection to the compliance department provides peace of mind and invaluable support in maintaining regulatory compliance.
Personalized Client Engagement: Users value FMG Suite's ability to enhance client engagement through personalized features such as sending individualized birthday and greeting cards to clients. This personal touch in client interactions is highly appreciated by financial advisors, allowing them to build stronger relationships with their clients.
Limited pre-loaded content and lack of personalization options: Some users have expressed dissatisfaction with the limited pre-loaded content and the lack of customization options available in Advisors Assistant. They feel that the available themes and content are not tailored to their specific target audience, leading to a generic and impersonal website experience.
Issues with payment, contract cancellation, and customer service: Several users have reported encountering difficulties when canceling their subscription to Advisors Assistant. They had to deal with issues related to payment and contract cancellation, which caused frustration and inconvenience. Additionally, some users have mentioned that they would appreciate more technical assistance from the company's customer service team.
Limited design options and slow response time for improvements: Users have found the design capabilities of Advisors Assistant to be lacking. They express disappointment over the limited background types, organization features, and design elements offered by the software. Furthermore, some users have experienced slow response times when trying to make improvements or changes to their websites using Advisors Assistant.