Pricing – Web Hosted System

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

The Advisors Assistant Web Hosted CRM for Financial Advisors is on a month to month basis. Pricing is based on the number of people using the program and the number of modules chosen. There is no contractual obligation and the service can be discontinued at any time. You can switch to the locally based Advisors Assistant or you can purchase a backup of your data for a nominal fee. Monthly payments can be made via checking account debit or credit card.  Pricing is as follows:

ADVISORS ASSISTANT WEB/CLOUD PACKAGES
Package Name Core CRM Insurance Policy Tracking Investment Tracking Full Account Tracking Agency Management
Core Utilities Private Cloud CRM X X X X X
Windows Workstation X X X X X
AAMobile Web Application X X X X X
Insurance Policy Tracking X X X
Investment Account Tracking X X X
Insurance Commission Tracking X
Features Outlook Sync Add-In X X X X X
Exchange, Office 365, G-Suite Sync X X X X X
User Security Roles X X X X X
Investment Position Downloads X X X
Optional Transaction Downloads X X X
Price First User $49 $89 $89 $99 $129
Additional Users $11 $14 $14 $16 $19
Optional Add-Ons Weekly Hosted Backup Delivery $5 $5 $5 $5 $5
Unlimited MultiProducer $100 $100 $100 $100 $100
ReadyDoc (*) $59 $59 $59 $59 $59
Transaction Downloads (**) 0 $0 $90 $90 $90

 

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