# Advisors Assistant Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Advisors Assistant Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/199043/Advisors-Assistant --- # Advisors Assistant Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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? [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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://advisorsassistant.com&name=Advisors Assistant) ## 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. [4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price $52 Flat Rate, One Time Starting Price $31.1 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 (1,302) Value For Money 5.0 (1) Value For Money 4.1 (1,178) Customer Service 5.0 (1) Customer Service 3.9 (1,167) ## Advisors Assistant alternatives [4.7 (463)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars Highest Rated [4.7 (738)](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 [4.5 (4,470)](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 [4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [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 services businesses, specifically financial advisors, insurance agents, and wealth managers. It is built for firms and professionals operating in advisory and insurance sectors, making it a fit for small practices as well as larger organizations in these fields. Features and Usability ### What are the key features of Advisors Assistant? Advisors Assistant offers an activity dashboard, contact management, lead management, workflow management, reporting & statistics, mobile access, and third-party integrations. These features support tracking client activity, organizing contacts and leads, monitoring performance data, and connecting the system with other business applications. Getting Started and Support ### What training and onboarding options does Advisors Assistant offer? Advisors Assistant provides webinars and documentation for training and onboarding. Webinars support guided, live instruction for teams learning the product, while documentation offers written reference material for reviewing features, setup steps, and common tasks at any time. Getting Started and Support ### What customer support options does Advisors Assistant offer? Advisors Assistant provides phone support for customer assistance. No reviewer feedback about support quality is available, so user experience with response times, helpfulness, or common frustrations cannot be assessed from the catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes Workflow Management Create, design and manage workflows for repetitive tasks Advisors Assistant 6 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Manage, organize, and store contact information Store information about leads or contacts and track, manage and nurture them throughout the sales process Access software remotely via mobile devices Set up connections to third-party platforms to improve business processes 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.