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Press Release
Jun 12, 2012
Advisors Assistant® Offers Free Webinar Series to Help Users Prosper
Participants will be offered wealth of information to grow their businesses.
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Press Release
Apr 11, 2012
Advisors Assistant® Now Offers Integration with Orion Services
New partnership allows Advisors more time to track clients' investments.
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Press Release
Mar 27, 2012
Advisors Assistant® and TradeWarrior® Announce Integration Partnership
New Collaboration Allows for Seamless Integration Between Client Management, Rebalancing, and Trading.
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Press Release
Mar 13, 2012
Advisors Assistant® Debuts in Top Ten in Portfolio Management in 2011 Financial Planning Magazine Tech Survey
Advisors Assistant® placed 4th in overall CRM Category and 6th in Portfolio Management
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Press Release
Feb 16, 2012
Advisors Assistant® Users Highly Satisfied with CRM
Advisors Assistant CRM in-house Survey shows users are 91% satisfied with the program and 92% satisfied with the software's support. A second survey from Citrix reveals Advisors Assistant users score the CRM with a 96% overall positive rating.
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