Suggestions

We love suggestions and welcome your ideas.  All suggestions are reviewed by our management team and placed into our change evaluation process.  This ranks ideas versus requests from other clients, technical feasibility, and our available resources.  We won’t be able to implement every change or new feature, but regardless, we greatly appreciate your assistance in improving Advisors Assistant.

Please use the suggestion form below to help us change or add to our products and services.  Feel free to be as thorough as possible.  If you leave us a phone number we may call for clarification.

Advisors Assistant Holdings, Inc.

880 Price Street | Pismo Beach, CA 93449

Australasia Office
Advisors Assistant Ltd

22B Willcott Street | Mt Albert | Auckland 1025

Mailing Address
Box 109 570
Newmarket
Auckland 1149

About Advisors Assistant Holdings, Inc.

Founded in 1985, Advisors Assistant Holdings, Inc. has provided software for the financial services industry for over 30 years.

Advisors Assistant Holdings is a user driven company. Ideas for enhancements come from users, the best judges of what’s needed for the software. Users of our computer-based system get free updates from our web site for a full year after purchase, so they get the advantage of ideas under development! Web-based users get ongoing support and updates for as long as they use Advisors Assistant.

Find out more

Advisors Assistant Holdings, Inc.

330 James Way, Suite 120
Pismo Beach, CA 93449

Sales Department
800-799-4267 TOLL FREE

Technical Support
800-643-4488 TOLL FREE

Australasia Office Advisors Assistant Ltd

22B Willcott Street
Mt Albert, Auckland 1025

Sales Department
09 973 5670
0800 799 426 TOLL FREE

Technical Support
0800 643 448 TOLL FREE

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