Hex Code
Color name
RGB
HSL
CMYK
#EF3E33
Pomegranate
239, 62, 51
4, 85, 57
0, 74, 79, 6
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#576D00
Verdun Green
87, 109, 0
72, 100, 21
20, 0, 100, 57
Advisors Assistant, developed by Advisors Assistant Holdings, Inc., provides software for professionals in the financial services industry. Founded in 1985, the company focuses on helping advisors build stronger, more meaningful relationships with clients through tools that support daily practice management. Its core platform brings contact management and customer relationship management (CRM) together with investment and portfolio management, insurance management, insurance commission calculation, and reporting.
Additional capabilities include mobile access across computers, laptops, tablets, and phones, as well as paperless office features. Advisors Assistant highlights more than 50 integrations and provides product demonstrations for prospective users. The company also offers web-hosted system pricing, product guidance, webinars, QuikTips, software updates, service and technical support, and phone assistance.
Its stated aim is to help advisors manage client relationships and stay organized, while customer testimonials describe using the system to track follow-ups and maintain contact with prospects and clients. Advisors Assistant Holdings is based in Gardena, California, and also lists a sales and support office in Australasia. It offers a 30-day money-back guarantee
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
How do I download the Advisors Assistant logo?
The Advisors Assistant logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Advisors Assistant's brand colors?
The Advisors Assistant color palette uses the hex codes #EF3E33, #FFFFFF and #576D00.
The Advisors Assistant name, logos and brand assets are trademarks of Advisors Assistant and its affiliates. Brandfetch isn't affiliated with or endorsed by Advisors Assistant. Their use is subject to Advisors Assistant's brand guidelines.
