Blog
Keep up with our latest news, and where you’ll be able to visit Advisors Assistant at tradeshows!
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.
Google Apps Is Now G-Suite
Earlier this year, Advisors Assistant version 8 introduced a comprehensive integration with Google Apps for Work.
Folio Institutional – FolioFN Download Module Available
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.
Upcoming Tradeshows
Weekly Status Summary
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
We have also added a brand new feature to AAMobile. MFA (Multi-factor Authentication) is now available to AAMobile. If you interested in enabling it for your database, please contact Advisors Assistant tech support and ask for MFA.
Please contact Advisors Assistant tech support if you are currently using the TDA download module. The data feed will be discontinued after Labor Day weekend and become part of Schwab data download.
Weekly Status Summary
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
Weekly Status Summary
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services. A new version of AAMobile will be deployed this weekend with better support for ReadyDoc document storage system.
Weekly Status Summary
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
Weekly Status Summary
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.