Advisors Assistant is the cornerstone of our practice. My staff and I use this software program every minute of every day. It’s great to have a management system that is changing and keeping up with our ever changing industry and our growing practice.Juli McNeeley, LUTCF, CFP®, CLU
Advisors Assistant would like to announce the retirement of our founding family, Pat and Carol Dempsey. In addition, we’d also like to announce the promotion of Gabriel Cooper to the position of General Manager.
Earlier this year, Advisors Assistant version 8 introduced a comprehensive integration with Google Apps for Work.
Users of Folio Institutional, whether through direct custody or in partnership with a money manager, can add this module to more efficiently power the portfolio management features of Advisors Assistant.
About Advisors Assistant Holdings, Inc.
Founded in 1985, Advisors Assistant Holdings, Inc. has provided software for the financial services industry for over 30 years.
Advisors Assistant Holdings is a user driven company. Ideas for enhancements come from users, the best judges of what’s needed for the software. Users of our computer-based system get free updates from our web site for a full year after purchase, so they get the advantage of ideas under development! Web-based users get ongoing support and updates for as long as they use Advisors Assistant.
Advisors Assistant Holdings, Inc.
330 James Way, Suite 120
Pismo Beach, CA 93449
800-799-4267 TOLL FREE
800-643-4488 TOLL FREE
Australasia Office Advisors Assistant Ltd
22B Willcott Street
Mt Albert, Auckland 1025
09 973 5670
0800 799 426 TOLL FREE
0800 643 448 TOLL FREE