66% of adult children fire their parent’s advisor when they gain control*. You can keep this from happening by starting to build relationships with your clients’ children NOW.—Advisors Assistant will help you do this.
Did you know that, with one click, you can insert today’s date into any date field in Advisors Assistant?
We are very excited and proud to announce the launch of our newly designed website! The goal of our new site is to offer increased access to information combined with easy-to-use navigation throughout the site.
As we have said many times, backups are extremely important whether you’re using the Computer-Based or Web-Based version of Advisors Assistant. Having a backup plan is definitely important, but you also need to make sure the plan in place is working and your backup is ready to restore if needed.
Did you know that there are many different calendar reports available in your Advisors Assistant?
Investment Account Downloads