Advisors Assistant
Jan 28, 2010 5:18 pm
Anyone using this? I’ve heard good things, but never ran into anyone who actually uses it.
I am trying to find an all in one solution. My biggest issue is we use redtail; when we do quarterly reports we spend a ton of time attaching them to the clients file.
Can AA do performance reporting? Is it friendly with Fidelity?
Thanks
Source URL:https://www.wealthmanagement.com/forums/technology/advisors-assistant