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.

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