Service & Support

It’s simple – we back our program with the best support policy in the business.

Our friendly Pismo Beach based Support Team is well known for being second to none. Every Advisors Assistant comes with a full year of FREE World Class 800 Line Support. Support is ongoing with the Web-based Advisors Assistant, and it can be renewed annually with the Computer-based Advisors Assistant.

Technical Support can be contacted by calling (800) 643-4488, or also by email at support@advisorsassistant.comOur 800 line support covers the 50 United States, Puerto Rico, and Canada.

In addition to telephone support, Advisors Assistant also has multiple training options available:

  • Free Training Webinars: The Advisors Assistant Training Webinars will show you how to use Advisors Assistant to its full potential.
  • On-screen HELP for every screen, many with videos
  • Advisors Assistant QuikTips: QuikTip emails highlight time-saving features of Advisors Assistant.

Advisors Assistant Computer-Based System and Remote Access

Advisors Assistant uses Microsoft SQL Server Express (included free). SQL Server is designed to run using a variety of remote access methods, including Virtual Private Networks (VPNs), Web Services,,, Windows Remote Desktop, PC Anywhere, and Terminal Services or Citrix Server.

We’ve designed Advisors Assistant to run behind the security of your firewall on any standard Windows computer or Windows Server. It’s easily accessed remotely through the establishment of a Virtual Private Network (VPN) which gives you secure encrypted access from anywhere in the world without the need to maintain an Internet Server or an IT staff. VPN’s can be set up by virtually any IT professional and are known for their reliable, secure access. We recommend using a Virtual Private Network to use a computer-based installation of Advisors Assistant remotely. For larger installations with full time IT staff, Advisors Assistant can be set up to use Web Services access.

Advisors Assistant also has a Web-based option available, providing an excellent remote and mobile solution.

“Your 800 Line Support is incredible. I’m amazed that each time I call, I still get treated like a prospect, not someone who has bought the program already.”

J. Tarani

“Their tech support rocks. They know the product from the user’s standpoint.”

W. Williams

I want to let you know what a great job your Support Team is doing. Your support is heads and shoulders above any other software company I work with. I recommend you every time I get a chance. Your program is one of the best, if not the best, of its kind on the market today. Again, thank you for your SUPPORT.“

G. Roberts

“Thank you so much for a great product and for being so patient with me as I am getting started with your software. Years ago I tossed out an expensive piece of software because, although their support fees had increased, their support had diminished to nearly nothing, and their training person had an attitude that was most unfriendly. I’m so glad I replaced it with Advisors Assistant. Your program is much easier to use and to understand. The folks in your support department are great, and they’ve been most patient with me. Your tech support is the best in the industry!

J. Parks, RHU, CLTC

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