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 if you have questions.

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 Based 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 ($2 monthly service fee for credit card payments). Pricing starts at:

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 App 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

Call 800-799-4267
for additional pricing options depending on the number of users in your office and the optional modules you’d like to add. Optional modules include Insurance, Investments, Insurance Commissions, and Download Modules.

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 $499
Insurance Module $229
Investment Module $399
Insurance Commission Module $399
Additional Computer License $199
Download Programs See below

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 $899
Additional Network Users $99/ea
Insurance Module $329
Investment Module $499
Insurance Commission Module $499
Download Programs See below

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 $1699
Additional MultiProducer Users $199/ea
Insurance Module $429
Investment Module $599
Insurance Commission Module $599
Download Programs See below

Download Programs

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 $599
Additional Investment Download Program $499/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 $599/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)


First 10GB of data $59/month
Initial Setup Fee $99

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