--- title: "Advisors Assistant Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Advisors Assistant Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/199043/Advisors-Assistant/" page_type: "product" language: "en" --- # Advisors Assistant Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Advisors Assistant ## What is Advisors Assistant? Advisors Assistant is CRM software that helps financial advisors manage customer relationships. The software offers contact management, portfolio management and reporting, insurance management, commission calculation, mobile access, paperless office capabilities, and over 50 integrations with other solutions. ## What is Advisors Assistant used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $52 Flat Rate, One Time Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Advisors Assistant?[Manage this product listing](https://www.g2.com/products/advisors-assistant/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Advisors Assistant 5.0 (1) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $52 Flat Rate, One Time Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (1) Ease Of Use 4.0 (4,388) Value For Money 5.0 (1) Value For Money 4.0 (3,517) Customer Service 5.0 (1) Customer Service 4.1 (3,527) ## Advisors Assistant alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) Highest Rated [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) [4.7 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) [View all alternatives](https://www.capterra.com/p/199043/Advisors-Assistant/alternatives/) ## FAQs about Advisors Assistant Overview ### What company size and specific industries is Advisors Assistant built for? Advisors Assistant is designed for financial advisors, insurance agents, and wealth managers, making it a fit for firms and professionals in financial services and insurance. The description does not specify a company size, so the target audience is best understood by role and industry rather than by small, mid-market, or enterprise tier. Features and Usability ### What are the key features of Advisors Assistant? Advisors Assistant offers an activity dashboard, contact management, lead management, workflow management, reporting and statistics, mobile access, and third-party integrations. These features support tracking client activity, organizing contacts, managing leads, monitoring performance, and connecting with other business systems. Getting Started and Support ### What training and onboarding options does Advisors Assistant offer? Advisors Assistant provides webinars and documentation for team training and onboarding. Webinars support guided instruction and live learning opportunities, while documentation offers written reference materials for self-paced review and ongoing access to setup and feature information. Getting Started and Support ### What customer support options does Advisors Assistant offer? Advisors Assistant provides phone support for customer assistance. No reviewer feedback is available to describe support quality, response times, or common user experiences with the service. ## Features AI summary Based on 14,838 Financial CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Advisors Assistant includes other CRM capabilities that reviewers also consider important, such as **Contact Management** (**44%**). This feature helps businesses keep client details organized in one place, making it easier to track relationships, follow up consistently, and giving teams a clearer view of customer interactions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Contact Management Manage, organize, and store contact information Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Mobile Access Access software remotely via mobile devices Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Third-Party Integrations Set up connections to third-party platforms to improve business processes Advisors Assistant 7 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Contact Management: Manage, organize, and store contact information - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Mobile Access: Access software remotely via mobile devices - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Core CRM $52.00 Flat Rate,One Time Value for money 5.0 (1) 5.0 Based on 1 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Gray G. Independent Financial Adviser Financial Services ### "Advisors Assistant" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 21, 2020 I am very happy with Advisors Assistant. It does what I need it to do in a CRM. Pros I love the fact that the app has all of the features I need to stay compliant with the regulatory authorities. Cons There are times that I find it difficult to find and record all of the facts of my client interaction. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.