Vendor
Advisors Assistant
Advisors Assistant provides software solutions for the financial services industry, focusing on contact management, CRM, portfolio management, and insurance tracking. It is designed for registered representatives, insurance agents, and financial planners.
Littleton, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Advisors Assistant
Advisors Assistant provides software solutions for the financial services industry, focusing on contact management, CRM, portfolio management, and insurance tracking. It is designed for registered representatives, insurance agents, and financial planners.
Capability matrix
| Capability | Advisors Assistant |
|---|---|
| CRM | ● |
Parent organization
Advisors Assistant
Founded
1985
Scale
1 sector presence