---
description: Learn more about Advisors Assistant pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Advisors Assistant Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Advisors Assistant](/software/199043/advisors-assistant)

# Advisors Assistant

Canonical: https://www.capterra.ca/software/199043/advisors-assistant

> Advisors Assistant is a contact management and portfolio reporting software that helps advisors manage client relationships.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Advisors Assistant?

Financial advisors, insurance agents, and wealth managers.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support Software | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Advisors Assistant Holdings

## Commercial Context

- **Starting Price**: US$52.00
- **Pricing model**: Flat Rate
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Activity Dashboard
- Contact Management Software
- Lead Management Software
- Mobile Access
- Workflow Management Software

## Support Options

- Phone Support

## Category

- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)

## Alternatives

1. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)
2. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18768 reviews)
3. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
4. [Bigin by Zoho CRM](https://www.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
5. [Kylas Sales CRM](https://www.capterra.ca/software/210630/kylas) — 4.8/5 (573 reviews)

## Reviews

### "Advisors Assistant" — 5.0/5

> **Gray** | *January 21, 2020* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **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.
> 
> I am very happy with Advisors Assistant.  It does what I need it to do in a CRM.

## Links

- [View on Capterra](https://www.capterra.ca/software/199043/advisors-assistant)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/199043/Advisors-Assistant/> |
| en-AE | <https://www.capterra.ae/software/199043/advisors-assistant> |
| en-AU | <https://www.capterra.com.au/software/199043/advisors-assistant> |
| en-CA | <https://www.capterra.ca/software/199043/advisors-assistant> |
| en-GB | <https://www.capterra.co.uk/software/199043/advisors-assistant> |
| en-IE | <https://www.capterra.ie/software/199043/advisors-assistant> |
| en-IL | <https://www.capterra.co.il/software/199043/advisors-assistant> |
| en-IN | <https://www.capterra.in/software/199043/advisors-assistant> |
| en-NZ | <https://www.capterra.co.nz/software/199043/advisors-assistant> |
| en-SG | <https://www.capterra.com.sg/software/199043/advisors-assistant> |
| en-ZA | <https://www.capterra.co.za/software/199043/advisors-assistant> |
| fr | <https://www.capterra.fr/software/199043/advisors-assistant> |
| fr-BE | <https://fr.capterra.be/software/199043/advisors-assistant> |
| fr-CA | <https://fr.capterra.ca/software/199043/advisors-assistant> |
| fr-LU | <https://www.capterra.lu/software/199043/advisors-assistant> |

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