Advisors Assistant CRM and Imaging Assistant™ Support

Advisors Assistant CRM and Imaging Support

It's simple - we back our program with the best support policy in the business.

Every Advisors Assistant and Imaging Assistant comes with a full year of FREE World Class 800 Line Support. Support is ongoing with the Web-based Advisors Assistant, and it can be renewed annually with the Computer-based Advisors Assistant.

Technical Support can be contacted by calling (800) 643-4488, or also by email at

Our 800 line support covers the 50 United States, Puerto Rico, and Canada.

In addition to telephone support, Advisors Assistant also has multiple training options available:

  • Free Training Webinars: The Advisors Assistant Training Webinars will show you how to use Advisors Assistant to its full potential.
  • On-screen HELP for every screen, many with videos
  • Advisors Assistant QuikTips: QuikTip emails highlight time-saving features of Advisors Assistant.

Advisors Assistant CRM and Imaging Assistant Support Testimonials

"Your 800 Line Support is incredible. I'm amazed that each time I call, I still get treated like a prospect, not someone who has bought the program already." J. Tarani

"Their tech support rocks. They know the product from the user's standpoint." W. Williams


We reserve the right to make changes to our support policy as it may apply to those who are not currently subscribed to updates.


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