Weekly Status Summary

Core Advisors Assistant services remained secure and Web Hosted Services were uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services. On Friday, 2-17, a power outage at our Pismo Beach office reduced phone and email support through most of the day.

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#83: Annuity Tab

#83: Annuity Tab Did you know that Advisors Assistant now has an Annuity Tab where you can list all of your Annuities separately on one View Screen? The View Client with Annuities Screen combines Annuity products from both the Insurance and Investment Modules all on...
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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.

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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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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.

[ Learn more ]

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