How to Order

Every Advisors Assistant comes with one Full Year of FREE 800 Line Technical Support and FREE Updates from our website. At the end of the first year you can purchase an Update Subscription to continue with the 800 Line Support and Updates.

Advisors Assistant is fully compatible with Windows 8    

Advisors Assistant Order Form

Save Time! Call 800-799-4267 or 805-773-7981 to order Advisors Assistant.

A copy of the Advisors Assistant Order Form can be printed by clicking on the link below. You can fax the order form to 805-773-7985 or send it with a check to the address below.

The pricing listed on the order form is for installing Advisors Assistant to your local computer or network.

For Web Hosted Pricing, which starts at $35/month and varies based on number of users and modules being ordered, please call (800) 799-4267.

Click Here to Download the Advisors Assistant Order Form

The order form will open in Adobe Acrobat Reader. If you do not have a copy of the Free Acrobat Reader on your computer, or if the order form does not print correctly, please visit www.adobe.com and click on the Get Adobe Reader button.

Call 800-799-4267

Advisors Assistant Minimum Hardware Requirements

Advisors Assistant is fully compatible with Windows 8.

When considering system requirements, please keep in mind:

  • For today’s operating systems (Windows and Windows Server) you should have at least 5 GB free disk space AFTER installing software. Windows needs space for temporary files. Microsoft SQL Server and the Advisors Assistant Database will take 4-5 GB of disk space to install, so you should have at least 6 GB of free disk space available on the computer that will host the database.
  • When a program’s minimum requirements are stated, it means the program will run, but if you have minimum memory, and try to run other programs, it will take time for Windows to organize memory because it will not be able to keep all the programs in the minimum memory space.
  • The cheapest way to speed up a computer is to add memory.
  • Generally, IT professionals say you should never let your server go below 3-5 GB of free disk space after all software is installed.
  • Though not published in the Microsoft Requirements, SQL Server does not function on compressed drives.

Single User Advisors Assistant

  • 7GB  free disk space on the local C Drive (10 GB free space if downloading  investments. Microsoft’s SQL Server requires 4.5 GB itself.  The rest is for workspace for your programs.) 1 GB RAM, 2GB+ highly recommended for XP and required for Vista, Windows 7, or Windows 8 if you're downloading investments.
  • Windows XP Professional SP3 or above with the latest Windows Updates installed. Windows Home versions are not recommended for business applications like Advisors Assistant. These operating systems can be updated to the professional version from Microsoft.
  • Outlook 2003 or later
  • If this computer will be used for Imaging Assistant™ make sure it meets the Imaging Assistant™ specifications.

Network & MultiProducer Advisors Assistant

Advisors Assistant will run on a server-based network or a peer-to-peer network.

For the computer storing the database (server or shared computer):

  • 7GB free disk space on the local C Drive (10 GB free space if downloading investments. Microsoft SQL Server requires 4.5 GB itself.  The rest is for workspace for your programs.) Minimum 1GB RAM (Min 2 GB RAM required for Vista,
    Windows 7, Windows 8, Server 2003, Server 2008, Server 2011). If this computer will also be used as a workstation, and investments will be downloaded using this computer, 2GB RAM is needed.
  • Windows XP Professional SP3 or above with the latest Windows Updates installed. Due to network limitations imposed on home operating systems, the professional versions of Windows are recommended for network copies of Advisors Assistant. Tech support is not provided for network systems that are set up on Windows Home operating systems or the basic Windows 8 system. These operating systems can be updated from Microsoft.
  • If this computer will be used for Imaging Assistant™ make sure it meets the Imaging Assistant™ specifications.

For the workstation computers:

  • 1.75GB free disk space. Minimum 1GB RAM, 2GB+ highly recommended. Windows XP Professional SP3 or above.
  • Outlook 2003 or later
  • If this computer will be used for Imaging Assistant™ make sure it meets the Imaging Assistant™ specifications.

Web Hosted Advisors Assistant
The Advisors Assistant Program is installed to each computer you will use to access the Advisors Assistant Web Hosted System.

  • 1.75GB free disk space. Minimum 1GB RAM, 2GB+ highly recommended. Windows XP Professional SP3 or above.
  • Broadband Internet connection. If downloading investments, a minimum UPLOAD speed of 1 Mbps is needed, 2Mbps is highly recommended.
  • Outlook 2003 or later
  • If this computer will be used for Imaging Assistant™ make sure it meets the Imaging Assistant™ specifications.

 

 


 

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