Pricing – Local
Advisors Assistant comes in several different versions and offers various modules and download services to tailor it to fit your specific needs.
Make sure to read up on our Minimum Hardware Requirements for whichever version you’re interested in using.
Call 800-799-4267 to order or for more details.
Every Advisors Assistant Comes With:
- World Class 800 Line Technical Support
- Software Updates
- A 30 Day Money Back Guarantee
- FREE Training Webinars
Computer-Based Installations
All computer-based installation prices decrease after the first year.
Single Computer
The Single User version allows installation on one computer.
| Advisors Assistant CRM | $529 |
| Insurance Module | $243 |
| Investment Module | $423 |
| Insurance Commission Module | $423 |
| Additional Computer License | $211 |
| Download Programs | See below |
Network
The Network Version allows more than one person to be working in Advisors Assistant at the same time. Each user can see all of the names in Advisors Assistant.
| Advisors Assistant CRM 2-user Network | $953 |
| Additional Network Users | $105/ea |
| Insurance Module | $349 |
| Investment Module | $529 |
| Insurance Commission Module | $529 |
| Download Programs | See below |
MultiProducer
The MultiProducer Version allows you to limit access to names based on the Primary Producer and includes extra security and allows you to partition data and limit access to names based on the Primary Producer.
| Advisors Assistant CRM 3-user MultiProducer Network | $1801 |
| Additional MultiProducer Users | $211/ea |
| Insurance Module | $455 |
| Investment Module | $635 |
| Insurance Commission Module | $635 |
| Download Programs | See below |
Investment Downloads
Account Positions can be downloaded daily from Black Diamond, Orion, and TD Ameritrade VEO at no charge.
Download daily investment transactions and prices from the following sources:
DAZL; DST FAN Mail; Fidelity/NFS; First Clearing; LPL; Pershing; RBC Dain; Sterne Agee Group; Schwab; SEI; TD Ameritrade; Trust Company of America; Vision 20/20; Wedbush Morgan.
| One Investment Download Program | $635 |
| Additional Investment Download Program | $529/ea |
Insurance Downloads
Insurance Policies can be downloaded from the following sources at no charge: Ameritas, Fidelity Assurance of New Zealand, Partners Life New Zealand.
| Policies can be downloaded from MassMutual & National Life | $635/year or less |
Scanning Solutions
Advisors Assistant offers different solutions to help you move toward the Paperless Office:
- Web-Based Scanning with ReadyDoc® (optional)
- View Client With Files – scan and link any file to a contact name (included with Advisors Assistant at no charge)
ReadyDoc
| First 10GB of data | $59/month |
| Initial Setup Fee | $99 |