Advisors Assistant
Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
Gardena, CA, USFounded 1985Part of a larger companyadvisorsassistant.comNot yet confirmed by the company
What it does
Advisors Assistant is a client management system built for registered representatives, insurance agents and financial planners who need to track clients, prospects and the investment and insurance products they hold. It is offered as a web-hosted private cloud service and as a locally installed Windows system.
Beyond contact management, the software tracks investment accounts and positions through downloads, records insurance policies, and in its agency edition calculates insurance commissions. It includes Outlook, Exchange, Office 365 and G Suite sync, user security roles, a mobile web app, and a paperless-office document module. The vendor lists more than 50 integrations, including MoneyGuidePro, Laser App and AdvisorVault.
Advisors Assistant Holdings was founded in 1985 and is based in Gardena, California. FMG (FMG Suite) acquired the company in 2016. Web-hosted packages start at $52 per month for the first user, with additional users from $12 per month.
Best for
- Serves
- Broker-dealers, Insurance
Features
- Contact and prospect management
- Investment account and position downloads
- Insurance policy tracking
- Insurance commission calculation
- Outlook and Office 365 sync
- Paperless office document storage
Pricing and deployment
- Pricing model
- Per seat
- Published pricing
- Web-hosted: first user $52-$137/month depending on package; additional users $12-$20/month; 30-day money-back guarantee
- Deployment
- Hybrid
Integrations
- AdvisorVault
- CAM System
- Copytalk
- Google Workspace
- Laser App
- Microsoft 365
- MoneyGuide
- Outlook
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