Last Updated
Overview
Advisors Assistant helps financial advisors and insurance agents to stay organized with efficient CRM tools for client management, investment tracking, and document handling. While finding and recording all client interaction data can occasionally be difficult, its various functionalities and steady performance make it a dependable choice for stability.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Advisors Assistant Specifications
- Contact Management
- Customer Communication Tracking
- Email Integration
- Document Management
What Is Advisors Assistant?
Advisors Assistant is a CRM platform which is built for financial advisors, planners, and insurance agents to organize and manage their client information efficiently. The platform combines contact management, investment tracking, insurance details, and commission monitoring. Advisors Assistant features help professionals in keeping detailed records and staying on top of client needs, which makes daily tasks easily manageable. The software supports advisors in maintaining strong client relationships and improving their workflow by centralizing data and providing clear views.
Advisors Assistant Pricing
The Advisors Assistant pricing includes the following plans:
- Core CRM: $52/month for the first user
- Insurance Policy Tracking: $94/month for the first user
- Investment Tracking: $94/month for the first user
- Full Account Tracking: $105/month for the first user
- Agency Management: $137/month for the first user
Disclaimer: The pricing is subject to change.
Advisors Assistant Integrations
Advisors Assistant supports integration with multiple platforms, such as:
- Microsoft Outlook
- MoneyGuidePro
- Microsoft Word
- ReadyDoc
- Albridge
Is Advisors Assistant Right For You?
Advisors Assistant offers tools to help finance professionals keep track of their clients, investments, and insurance policies in one software. The platform is designed for advisors, planners, and agents who want to organize their work and access important information easily. Advisors Assistant connects with commonly used financial planning and document management programs, which helps in simplifying daily tasks.
Still unsure about Advisors Assistant? Contact our support team at (661) 384-7070 for further guidance.
Advisors Assistant Features
ClearView Screens
Advisors Assistant uses ClearView Screens to show client information in a clear and organized format that avoids clutter. Instead of many boxes to fill in, these screens focus on displaying relevant data clearly for easy understanding. This layout allows financial professionals to move quickly between client details, insurance policies, and investment accounts without losing track.
Comprehensive Client Management
Advisors Assistant records detailed information for clients, prospects, agents, representatives, brokers, and vendors in one place. It also manages mailing lists and tracks relationships to maintain a full view of all contacts. This central storage helps keep information organized and supports better communication.
Investment And Insurance Tracking
Advisors Assistant tracks many types of investment products and insurance policies including group insurance plans. The software downloads daily investment transactions automatically and calculates rates of return to keep financial data current. This feature helps advisors monitor portfolios and policies without manual updates.
Document Management
Advisors Assistant includes tools for scanning, storing, and managing client documents securely. This helps keep important paperwork organized and easily accessible when needed. Having documents linked to client records reduces time spent searching for files and improves record accuracy.
World-Class Support And Training
Advisors Assistant software provides a toll-free support line for technical questions and assistance. The company offers regular updates to improve the software and free training webinars to help users learn new features. A 30-day money-back guarantee allows users to evaluate the software before making a final decision.
Pros And Cons of Advisors Assistant
Pros
An intuitive ClearView interface makes client management straightforward
Investment and insurance tracking modules are detailed and reliable
Generated reports are clear, professional, and easy to customize
Cons
Navigation may take some time for newer users to gain familiarity
Can occasionally throw errors while handling large data sets or multiple inputs
Advisors Assistant Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Financial Services, N/A employees
More than a year
“ensures compliance”
Pros
Really like how the app has everything I need to stay compliant with the rules and regulations. I dont need to look anywhere else.
Cons
Sometimes I struggle to look up and log all the details from my client interactions.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Advisors Assistant offer an API?
Yes, Advisors Assistant provides an API.
What language does Advisors Assistant support?
Advisors Assistant currently supports English.
What level of support does Advisors Assistant offer?
The platform provides support through email and phone.
What other apps does Advisors Assistant integrate with?
Advisors Assistant integrates with multiple software and platforms, including ReadyDoc, Microsoft outlook, Albridge, AdvisorVault, and Microsoft Word.
Who are the typical users of Advisors Assistant?
Advisors Assistant is typically used by brokers, agents, planners, agencies, and advisors.
What types of pricing plans does Advisors Assistant offer?
The Advisors Assistant pricing plans for the first user include Core CRM at $52/month, Insurance Policy Tracking and Investment Tracking each at $94/ month, Full Account Tracking at $105/ month, and Agency Management at $137/month.
Does Advisors Assistant have a mobile app?
No, the platform does not provide a mobile app.