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
800-799-4267 TOLL FREE
800-643-4488 TOLL FREE
Australasia Office Advisors Assistant Ltd
22B Willcott Street
Mt Albert, Auckland 1025
09 973 5670
0800 799 426 TOLL FREE
0800 643 448 TOLL FREE