Web Hosted System vs Computer Based System

Advisors Assistant is available in two versions: A Web Hosted System that stores your database on a private cloud or a Local, Computer Based System that stores its database on your own server or PC.

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AAMobile Device List

AAMobile can be used on any modern, web-capable device. With the Everywhere Update, users no longer have to pay extra for multiple devices!

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Price & Index Uploader: Updating Index Values

Updating Index Values In order to update index values from .CSV price files, you may use the Price & Index Uploader. This is this is done in the “Import Prices or Indexes” modal window, which can be accessed in one of two areas. 1. Upper menu under TOOLS >...
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