AdvisorShelf
AdvisorShelf / CRM / Advisors Assistant

CRM

Advisors Assistant

Software for advisors to manage contacts, investments and insurance in one program.

Made by Advisors Assistant Holdings, Inc. Visit Advisors Assistant's website
Starting priceFrom $52/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed22 connectionsCharles Schwab, Fidelity NFS, Pershing and 19 more. Source and date for each below.
Read this before you rely on Advisors Assistant's details. Custodian downloads are not in the $52 Core CRM or the $94 Insurance Policy Tracking package. Investment position downloads come with the Investment Tracking ($94), Full Account Tracking ($105) and Agency Management ($137) packages, and transaction downloads are a $95 add-on to those. The integrations page also still lists TD Ameritrade, whose last accounts Schwab moved over in May 2024, so parts of that list may be out of date. Sources: Advisors Assistant Holdings, Inc.'s page; Schwab's SEC filing, Q2 2024; Advisors Assistant integrations page.
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What their website looks like

Screenshot of Advisors Assistant's homepage
Advisors Assistant's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Core CRM $52/user/mo
per user, per month
Then $12/user/mo for each extra user
 Month to month, no contract
Price for the first user
Insurance Policy Tracking $94/user/mo
per user, per month
Then $15/user/mo for each extra user
 Month to month, no contract
Price for the first user
Investment Tracking $94/user/mo
per user, per month
Then $15/user/mo for each extra user
 Month to month, no contract
Price for the first user
Connections: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Connections: Investment position downloads come only with the Investment Tracking, Full Account Tracking and Agency Management packages (from $94 a month for the first user), not with Core CRM or Insurance Policy Tracking.
Full Account Tracking $105/user/mo
per user, per month
Then $17/user/mo for each extra user
 Month to month, no contract
Price for the first user
Connections: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Connections: Investment position downloads come only with the Investment Tracking, Full Account Tracking and Agency Management packages (from $94 a month for the first user), not with Core CRM or Insurance Policy Tracking.
Agency Management $137/user/mo
per user, per month
Then $20/user/mo for each extra user
 Month to month, no contract
Price for the first user
Connections: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Connections: Investment position downloads come only with the Investment Tracking, Full Account Tracking and Agency Management packages (from $94 a month for the first user), not with Core CRM or Insurance Policy Tracking.

Prices are for the web hosted system; a computer-based (local/on-premises) version is also offered, price not shown on this page

Optional add-ons listed on the page: weekly hosted backup delivery $5, unlimited MultiProducer $106, ReadyDoc $59, transaction downloads $95 (Investment, Full Account and Agency packages)

Source: Advisors Assistant pricing page (web hosted system). Checked on the vendor's site, Oct 6.

Where Advisors Assistant sits on price

Advisors AssistantOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Charles SchwabFidelity NFSPershingLPL FinancialRBCFirst ClearingFolioFNSterne Agee Groupand 6 more below
Advisors Assistant22 connections listed

Data goes out to

Nothing the vendor says it sends out
Single sign-on
Pershing NetX360AlbridgeDST Vision
Direction not stated
Microsoft Excel
Listed, no detail
MoneyGuideProMicrosoft OutlookMorningstarAdvisoryWorldMacroRisk Analytics
Charles Schwab
Checked on the vendor's site
  • Data in: investment transaction downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum).
Fidelity NFS
Checked on the vendor's site
  • Data in: investment transaction downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum).
Pershing
Checked on the vendor's site
  • Data in: investment transaction downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum).
Pershing NetX360
Checked on the vendor's site
  • Single sign-on
Source: Advisors Assistant integrations page. Checked Oct 6.
LPL Financial
Checked on the vendor's site
  • Data in: investment transaction downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum).
RBC
Checked on the vendor's site
  • Data in: investment transaction downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum).
First Clearing
Checked on the vendor's site
  • Data in: investment transaction downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum).
FolioFN
Checked on the vendor's site
  • Data in: investment transaction downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum).
Sterne Agee Group
Checked on the vendor's site
  • Data in: investment transaction downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum).
Wedbush Morgan
Checked on the vendor's site
  • Data in: investment transaction downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum).
MoneyGuidePro
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Advisors Assistant integrations page. Checked Oct 6.
GWN
Checked on the vendor's site
  • Data in: investment positions downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Investment position downloads come only with the Investment Tracking, Full Account Tracking and Agency Management packages (from $94 a month for the first user), not with Core CRM or Insurance Policy Tracking.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: $94 a month for one person on the Investment Tracking plan.
Other software it connects to (10)

Portfolio, reporting, email, calendar and similar tools Advisors Assistant Holdings, Inc. lists.

Orion Advisor Services
Checked on the vendor's site
  • Data in: investment position downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
Connection cost: Investment position downloads come only with the Investment Tracking, Full Account Tracking and Agency Management packages (from $94 a month for the first user), not with Core CRM or Insurance Policy Tracking.
Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page
With it: $94 a month for one person on the Investment Tracking plan.
Albridge
Checked on the vendor's site
  • Data in: data downloads
  • Single sign-on
Source: Advisors Assistant integrations page. Checked Oct 6.
DST FAN Mail
Checked on the vendor's site
  • Data in: mutual fund, REIT and variable annuity transactions
Source: Advisors Assistant integrations page. Checked Oct 6.
Microsoft Outlook
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Advisors Assistant integrations page. Checked Oct 6.
Microsoft Excel
Checked on the vendor's site
  • Direction not stated: imports and exports
Source: Advisors Assistant integrations page. Checked Oct 6.
DAZL
Checked on the vendor's site
  • Data in: mutual fund transaction downloads
Source: Advisors Assistant integrations page. Checked Oct 6.
DST Vision
Checked on the vendor's site
  • Single sign-on
Source: Advisors Assistant integrations page. Checked Oct 6.
Morningstar
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Advisors Assistant integrations page. Checked Oct 6.
AdvisoryWorld
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Advisors Assistant integrations page. Checked Oct 6.
MacroRisk Analytics
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Advisors Assistant integrations page. Checked Oct 6.

Moving to Advisors Assistant from another tool

What Advisors Assistant Holdings, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

From a spreadsheet or CSV file

In their words: “You can import basic demographic information from an Excel Spreadsheet or CSV File to populate that information in your Advisors Assistant database.”

  • What comes across: basic demographic information
  • How: You upload a file (such as a spreadsheet)
  • Cost: not confirmed by the words shown
  • Also on the page: “This import only includes basic name and address information and does not include notes or product information.”
Checked on the vendor's site · Oct 8
Advisors Assistant QuikTip: importing a contact list

Leaving later

The web hosted service can be stopped at any time; you can buy a backup of your data for a nominal fee or move to the locally installed version.
Checked on the vendor's site · Oct 6

Source: Advisors Assistant pricing page

Fits best if

Our judgement

We haven't assessed fit for Advisors Assistant yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Advisors Assistant with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

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