1. © 2015 Client Marketing Systems, Inc. Advisors Assistant Everywhere ® – The Complete Solution For Today’s Mobile Advisor Shannon Dempsey Vice President, Sales The Leading Client Management System for Financial Services

2. © 2015 Client Marketing Systems, Inc.

7. Dial Phone Numbers

8. © 2015 Client Marketing Systems, Inc. Map Addresses

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10. Adaptive Formatting  Browser Independent  Every Tablet  Every Smartphone

11. © 2015 Client Marketing Systems, Inc. 360° Client View

12. © 2015 Client Marketing Systems, Inc. View Prospect With Workflows

13. © 2015 Client Marketing Systems, Inc. Pipeline Revenue Reports

14. © 2015 Client Marketing Systems, Inc. Version 8 Enhancements  Google Integration Email archiving with Attachments Calendar & Contact Synchronization  Teams & Departments  Social Networking Links  Alert Notes  And many more…

15. © 2015 Client Marketing Systems, Inc. Advisors Assistant Key Features  3-factor Security from Day 1  Deep Integrations Black Diamond is the newest addition! 54 at last count  Fully Documented API Includes business rules Put and Get data  Extensive Administrative Features Role-based Security Process Logs Access Rights

16. © 2015 Client Marketing Systems, Inc. More Than Just A CRM  Portfolio Management with Downloads  Insurance Policy Management  Document Management  Mobile Solutions Fully Integrated In One Powerful Program

17. © 2015 Client Marketing Systems, Inc. The Leader in Client Management Software for Financial Services www.AdvisorsAssistant.com (800) 799-4267 Shannon Dempsey Vice President, Sales

18. © 2015 Client Marketing Systems, Inc.