Client Marketing Systems:
A Leader in Client Management Software

Recently Released!!!
Date Published: October 2012
Comprehensive Power Point Deck: 16 Slides
Summary Power Point Deck: 9 Slides


Client Marketing Systems was founded in 1985 and is based in Pismo Beach, CA. Client Marketing Systems has 21 employees, 4,000 institutional clients, 15,000 end-users, and is led by its CEO Pat Dempsey. Client Marketing Systems' web sites can be found at www.climark.com and www.advisorassistant.com

Client Marketing Systems' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional cients, end-users, revenues, & net profits.
Its profile includes detailed outlines of its core business.
  • Advisors Assistant
And its profile concludes with the highlights of its organizational structure & ownership.

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