Minimum Hardware Requirements

Advisors Assistant is fully compatible with Windows Vista, 7, 8, 8.1 & 10.

Web-based Advisors Assistant

The Advisors Assistant Program is installed to each computer you will use to access the Advisors Assistant Web-based System. You can install the program to as many computers as you wish. A mobile app is available for smartphones and tablets.

  • 2 GB free disk space.
  • Minimum 1GB RAM, 2GB+ highly recommended.
  • Windows Vista SP2 or later.
  • Broadband Internet connection. If downloading investments, a minimum UPLOAD speed of 2 Mbps is needed, 4+Mbps is highly recommended.

Computer-based Advisors Assistant

Single User Advisors Assistant (installation to one computer)

  • 7GB free disk space on the local C Drive (10 GB free space if downloading investments.)
  • Minimum 1GB RAM, 2GB+ highly recommended.
  • Windows Vista SP2 or later with the latest Windows Updates installed. Windows Home versions are not recommended for business applications like Advisors Assistant. Home operating systems can be updated to the professional version from Microsoft.

Computer-based Advisors Assistant

Network, MultiProducer, and Enterprise Advisors Assistant

Advisors Assistant will run on a Windows Server 2008 SP2 or later network or a Windows Vista SP2 or later peer-to-peer network.

For the computer storing the database (server or shared computer):

  • 7GB free disk space on the local C Drive. (10 GB free space if downloading investments.)
  • Minimum 4GB RAM
  • Due to network limitations imposed on home operating systems, the professional versions of Windows are recommended for network copies of Advisors Assistant. Advisors Assistant does not support a network program installed to a Home operating system.

 

For the workstation computers:

  • 2 GB free disk space.
  • Minimum 1GB RAM, 2GB+ highly recommended.
  • Windows Vista SP2 or later.

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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