Our Goal

is to develop software that helps advisors build stronger and more meaningful relationships with their clients.
Learn moreTry our demo

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

Past President, NAIFA

A Great Year For Advisors Assistant

There will be a lot of exciting things coming to Advisors Assistant in the next year, from new integration with automated marketing tools to better ways to access your database on every web-enabled device you own.  Thank you all for being a part of it!

Leadership Changes At Advisors Assistant

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.

Google Apps Is Now G-Suite

Earlier this year, Advisors Assistant version 8 introduced a comprehensive integration with Google Apps for Work.

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