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:
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!
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.
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.
You’ve seen many articles about the need to stay in touch with your clients on a regular basis.
This new interface between Advisors Assistant and MacroRisk Analytics – the premier management platform for advisors – will allow advisors to easily transfer their client accounts from their Advisors Assistant database to MacroRisk Analytics.