# Advisors Assistant - **Website:** - **Primary alias:** `myadvisorsassistant.biz` ## Description 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. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [facebook](https://facebook.com/AdvisorsAssistant) ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idxwo5zD-0/w/686/h/105/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793151942904) - icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idxwo5zD-0/w/189/h/185/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793151942978) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Pomegranate | #ef3e33 | accent | | Verdun Green | #576d00 | dark | | White | #ffffff | light | ## Fonts - Bitter — asset _(google)_ - Droid Serif — asset _(custom)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._