Advisors Assistant Pricing
Advisors Assistant comes in three different versions to best suit your needs: Single User, Network, and MultiProducer. Every Advisors Assistant comes with:
World Class 800 Line Technical Support
Software Updates
A 30 Day Money Back Guarantee
FREE Training Webinars
The pricing below is for installing Advisors Assistant to your local computer or network.
For Web-Based Pricing, which starts at $35/month and varies based on number of users and modules being used, please call (800) 799-4267.
Advisors Assistant Single Computer Version
For a producer working alone, the Single Computer version allows installation on one computer.
| Advisors Assistant CRM | $499 |
| Insurance Module | $199 |
| Investment Module | $399 |
| Insurance Commission Module | $299 |
| Additional Computer License* | $199 |
| Investment Download Programs - See Below | |
| Imaging Assistant Scanning Module - See Below |
Advisors Assistant Network Version
The Network Version allows more than one person to be working in Advisors Assistant at the same time. Each user can see all of the names in Advisors Assistant.
| Advisors Assistant CRM 2 User Network | $899 |
| Additional Network Users | $99 each |
| Insurance Module | $299 |
| Investment Module | $499 |
| Insurance Commission Module | $399 |
| Additional Computer License* | $199 |
| Investment Download Programs - See Below | |
| Imaging Assistant Scanning Module - See Below |
Advisors Assistant MultiProducer Version
This network version includes extra security. The MultiProducer Version allows you to limit access to names based on the Primary Producer.
| Advisors Assistant CRM 3 User MultiProducer Network | $1699 |
| Additional MultiProducer Users | $199 each |
| Insurance Module | $399 |
| Investment Module | $599 |
| Insurance Commission Module | $499 |
| Additional Computer License* | $199 |
| Investment Download Programs - See Below | |
| Imaging Assistant Scanning Module - See Below |
Advisors Assistant Investment Download Programs
Download daily investment transactions and prices from the following sources:
DAZL; DST FAN Mail; Fidelity/NFS; First Clearing; LPL; Pershing; RBC Dain; Rydex; Sterne, Agee & Leach; Schwab; SEI; TD Ameritrade; Trust Company of America; Vision 20/20; Wedbush Morgan; XMLife. Download daily account positions from Albridge.
| One Investment Download Program | $399 |
| Each Additional Investment Download Program | $199 each |
Advisors Assistant Imaging Assistant Scanning Module
Move towards the Paperless Office with Imaging Assistant!
Special Introductory Pricing
| Imaging Assistant - First User | $399 |
| Each Additional User | $59 each |
SunGard Download Service
Download daily Security Prices and Index Values through SunGard. Include Index Values on client performance reports.
$15 each month for a single user Advisors Assistant,
$1.50 each month for each additional user
**3 month minimum, monthly bank debit or credit card charge required.
* Advisors Assistant can be used with a variety of Remote Access options, including a Web-Based Version utilizing the Internet. If you prefer not to use Advisors Assistant remotely, the Additional Computer License allows you to install Advisors Assistant on 1 additional computer to view the information in the database. This additional installation would not be connected to your main database, so changes would not be able to be made.
Prices Subject To Change Without Notice
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