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.
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
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.
See How It WorksAdvisors 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.
See How It WorksAdvisors 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.
See How It WorksAdvisors 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.
See How It WorksAdvisors 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.
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