About Us

Founded in 1985, Advisors Assistant Holdings, Inc. has provided software for the financial services industry for over 30 years.

The focus of the company has been to provide software and support to users of our primary product, Advisors Assistant. Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents, and financial planners to track clients, prospects, and financial products.

We’ve provided toll free technical support since 1985. This has a very definite effect on the design of our software because ease of use is always a primary consideration. If we don’t make our program easy to use, we pay for the support call, not you.

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.’s goal is to provide financial professionals with a client management system targeted to their needs, and a mutually beneficial ongoing user relationship based on outstanding support and training, and ongoing development of the features users want.

“I’ve been using your program for years, and it has really helped me make more sales. Just a few weeks ago, I made a $32,000 commission because your program has been reminding me to call this prospect and to send him a birthday card each year. And now this new client has referred me to a friend who has 4 businesses. I can’t tell you how many sales I’ve made over the years because your program keeps me on track!

M. Poe

Every Advisors Assistant Comes With:

  • World Class 800 Line Technical Support
  • Software Updates
  • A 30 Day Money Back Guarantee
  • FREE Training Webinars

Privacy Policy

Advisors Assistant Holdings’ privacy policy is simple.  We do not share any information provided by you to us to any person or organization at any time without your expressed permission with one exception stated below.  This includes even the fact that you are a client of our organization.  The exception to this policy applies only to contacts outside of the USA who reside in a country for which we have a designated agent who provides technical support services.  In this case, your contact information will be provided so that they can answer questions and provide support.

Each Advisors Assistant is registered to an individual and that individual is considered to be the owner of the database and program license, and our registered user.  This is the only person who has the right to direct our activities on behalf of our client.  From time to time, we may contact you with information about new product features or special offers, but you may opt out of those contacts at any time.  If you have any questions about this policy, please contact Advisors Assistant Holdings, Inc.

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.

Find out more

Advisors Assistant Holdings, Inc.

330 James Way, Suite 120
Pismo Beach, CA 93449

Sales Department
800-799-4267 TOLL FREE

Technical Support
800-643-4488 TOLL FREE

Australasia Office Advisors Assistant Ltd

22B Willcott Street
Mt Albert, Auckland 1025

Sales Department
09 973 5670
0800 799 426 TOLL FREE

Technical Support
0800 643 448 TOLL FREE

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