Product Features:
  • Specific for Financial Advisors
  • Contact Management
  • CRM
330 James Way, Suite 120 Pismo Beach, California - CA, United States 93449
26 John Stokes Terrace, Remuera, Auckland, New Zealand 1050
Product Information

Advisors Assistant – The Leader in Client Management Software for Financial Services Professionals. Advisors Assistant combines CRM, Insurance Tracking, and Portfolio Management in one powerful program. Insurance Commission and Document Management are also available. Web-Based Pricing, which starts at $39/month and varies based on number of users and modules being used. For more pricing information contact the vendor.

Phone: 800-799-4267