Keep up with our latest news, and where you’ll be able to visit Advisors Assistant at tradeshows!
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.
Advisors Assistant provides a RESTful API which allows web sites and other programs to communicate with Advisors Assistant’s web hosted databases.
The fiduciary firestorm is almost upon us, but good CRM can help you survive.