Review Detail
Overall rating
4.0
Company
5.0
Software Support
5.0
Investment Tracking
5.0
Insurance Tracking
2.0
Workflow Management
5.0
Productivity
3.0
Client Portal
1.0
Integration
5.0
Security
4.0
Pricing
5.0
Great for independent advisors - includes really good portfolio management
I am not familiar with the Advisor Assistant features to track any insurance products. The rating system did not provide an option for "unknown."
User Review
The Good
Great pricing for sole practitioners. Wonderful support staff with personal service. Many investment reports from which to choose.
The Bad
Does not have rebalancing or comparison to benchmarks.
The Bottom Line
I have reviewed the competition for sole practitioners and find Advisers Assistant superior for the price.
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