2018 Roadmap

2018 is shaping up to be a big year for the Advisors Assistant platform. We are in the midst of a major behind-the-scenes transformation and will have a lot of interesting things to announce in the future.  Advisors Assistant has some major improvements and features coming down the pipe, some for features that have been highly requested. Some of the amazing new features we’re rolling out in the coming year include:

AAMobile
We’re rolling out AA Everywhere to all of our subscribers.  We’re also adding new user profiles and admin tools, and enabling the use of AAMobile without Workstation. How cool is that?

Rich HTML Tags
Our most requested feature, we’re adding the ability to save and view HTML notes and including some new editing tools to make formatting easy.

New Marketing Automation Packages
We’re introducing lead gathering from your website, automated email campaigns with rich content, and deep integration with a full suite of marketing tools, including an extensive content library. Impressive.

Calendar and Event Synchronization Improvements
We’re adding some new calendar tools to AAMobile, as well as some significant performance improvements for event rollover.

Email Sync and Download Automation
We’re completely automating Exchange, Office 365, and G-Suite sync, as well as top position and transaction download sources.

And we’ve got even more planned for next couple years. We hope you’re as excited for these changes as we are.