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Wealth Utilities

Advisors Assistant

Advisors Assistant: CRM for streamlined financial advisory operations.

"Advisors Assistant is a comprehensive CRM solution designed to streamline operations for financial advisory firms. It offers robust contact management, scheduling, reporting, and marketing automation capabilities, enabling advisors to enhance client relationships and improve practice efficiency."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #68 in Wealth Utilities
Validated Adoption
237 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Client data management
Contact management
Task automation
Workflow automation
Compliance tracking

Primary Use Cases

Client relationship management
Compliance tracking
Contact management

Agentic Intelligence Briefing

"Advisors Assistant is a CRM platform that centralizes client data and automates workflows to improve efficiency and compliance for financial advisors."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive CRM features
Long history in the industry
Client management capabilities

Adoption Hazards

User interface appears dated
Potentially high learning curve
Pricing not readily available

Stack Compatibility Profile

How Advisors Assistant integrates into institutional RIA stacks.

237 Firms Analyzed
Riskalyze Online
42%
Stack Correlation
Nitrogen Wealth
41%
Stack Correlation
ROL
30%
Stack Correlation
Elements Financial Planning
30%
Stack Correlation
NDEX
29%
Stack Correlation
Advisor Websites (Responsive)
27%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Redtail CRM
2Wealthbox CRM

Value Proposition

"Advisors Assistant offers a time-tested CRM solution with a robust feature set for RIAs looking to streamline their client management and compliance efforts."

Vendor Dossier

Advisors Assistant logoA
Advisors Assistant
advisorsassistant.com
Corporate Portal

Audit Your RIA Stack

See how Advisors Assistant fits into your overall tech efficiency score.

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Simplified 401(k) implementation and management for RIAs.

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Comprehensive held-away asset management for RIAs.

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Absolute Engagement

Unlock client loyalty with data-driven engagement.

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Acclivity

AI-powered client engagement for modern RIAs.

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AdvicePay

AdvicePay: Modern billing for modern financial advisors.

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