Name: Advisors Assistant
Rating: 6 (1 reviews)
Author: FMG Suite

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Help Authoring

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Operational Analytics

Enterprise

Accounting

Budgeting and Forecasting

Tax Compliance

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Code Review

Data Catalog

Data Fabric

Data Quality

Data Recovery Service

Dynamic Application Security Testing (DAST)

Fraud Detection

IT Alert Management

Identity Governance and Administration

Integration Platform as a Service (iPaaS)

Low-Code Development

Master Data Management (MDM)

Network Access Control (NAC)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Office Migration and Repair

Software-Defined WAN

Virtual Data Room

Virtual Desktop Infrastructure (VDI)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Enterprise Marketing Management

Local Marketing

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video Editing

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales

Antivirus

Insider Risk Management

Security Orchestration, Automation and Response (SOAR)

Security

Forestry

Last Mile Delivery

Legal Research

Library Management

Nonprofit CRM

Nonprofit Fundraising

Plagiarism Checker

Real Estate Property Management

Vertical-Specific

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### Marketing and Content Strategy
The reviews for FMG Suite's marketing and content strategy reveal a range of perspectives. While some users appreciate the convenience of pre-approved content and ease of editing, others express dissatisfaction with the limited customization options and lack of tailored content for specific target audiences. The platform's integration with compliance departments and educational resources are highlighted as valuable features, but issues with implementation and understanding of client needs are also mentioned. Despite the positive aspects like direct publishing to social media accounts, there are concerns about the overall execution of marketing strategies.

### Customer Relationship Management
Some users express appreciation for Advisors Assistant's customer support willingness to assist with adding content and the availability of educational resources. However, there are concerns raised about the platform's ability to effectively address client interactions and meet day-to-day business requirements. The reviews highlight a need for improved understanding and responsiveness to client needs in the realm of customer relationship management.

### Client Engagement and Support
Some users appreciate Advisors Assistant's client engagement and support, noting the convenience of direct compliance department connections and the peace of mind that comes with adhering to regulations. On the other hand, concerns have been raised about the timeliness and effectiveness of handling billing and service inquiries beyond standard customer service capabilities. While the platform offers educational resources and workshops to assist users, the limited avenues for addressing complex issues may require patience and persistent follow-up.

### Website Design and User Experience
Opinions on FMG Suite's website design and user experience vary widely among users. While some users praise the platform for its ease of use and the ability to create professional websites without coding knowledge, others express frustration with the limited customization options and difficulties in implementing changes. The mixed feedback suggests that FMG Suite's website design and user experience capabilities may not meet the expectations of all users, highlighting the importance of thorough research and consideration before choosing a website provider.

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.

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.

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.

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.

The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services CRM can craft personalized communication across all channels and devices for more meaningful customer interactions.

Service

Sales and Service

Einstein 1 for Sales and Service

Growth

Unlimited

Creatio

Advisors Assistant

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

FMG Suite

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Advisors Assistant

Overview

What is Advisors Assistant?