Our Goal

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

2018 Roadmap

2018 is shaping up to be a big year for the Advisors Assistant platform. We are in the midst of a major behind-the-scenes transformation and will have a lot of interesting things to announce in the future.  Advisors Assistant has some major improvements and features coming down the pipe, some for features that have been highly requested. Some of the amazing new features we’re rolling out in the coming year include:

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.

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