How to Order

Advisors Assistant is fully compatible with Windows 8 & 10 and comes with a 30-day money back guarantee.

Every Advisors Assistant comes with 800 Line Technical Support and Updates. Computer-based installations can purchase an Update Subscription to continue with the 800 Line Support and Updates after their first year.

Save Time! Call 800-799-4267 or 805-773-7981 to order Advisors Assistant.

Find out more about Advisors Assistant Minimum Hardware Requirements.

Advisors Assistant Computer-based Order Form

The pricing listed on the order form is for installing Advisors Assistant to your local computer or network.

For Web Hosted Pricing, which starts at $39/month and varies based on number of users and modules being ordered, please call (800) 799-4267.

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.

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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