Financial Planning Software

IPS AdvisorPro
Annual license fee per firm * $395 $495



Advisors Assistant comes in three different versions to best suit your needs.

Advisors Assistant Single User Version
For a producer working alone, the Single User version allows installation on one computer.
Advisors Assistant (Contact Management & Policy Tracking) $499
Investment Module $299
Insurance Commission Module $299
Investment Download Programs - See Below
Imaging Assistant Scanning Module - See Below

Advisors Assistant Network Verson
The Network Version allows more than one person to be working in Advisors Assistant at the same time. Each user can see all of the names in Advisors Assistant.
Advisors Assistant 5 User Network $899
Additional Network Users $99 each
Investment Module $399
Insurance Commission Module $399
Investment Download Programs - See Below
Imaging Assistant Scanning Module - See Below

Advisors Assistant MultiProducer Version
This network version includes extra security. The MultiProducer Version allows you to limit access to names based on the Primary Producer.
Advisors Assistant 5 User MultiProducer Network $1599
Additional MultiProducer Users $199 each
Investment Module $499
Insurance Commission Module $499
Investment Download Programs - See Below
Imaging Assistant Scanning Module - See Below

Advisors Assistant Investment Download Programs
Download daily investment transactions and prices from the following sources:
DAZL; DST FAN Mail; Fidelity/NFS; First Clearing; First Trust/Datalynx; Jefferson Pilot; LPL; Pershing; Rydex; Sterne, Agee & Leach; Schwab; SEI; TD Waterhouse; Vision 20/20; Wedbush Morgan; XMLife. Download daily account positions from Albridge.
One Investment Download Program $299
Each Additional Investment Download Program $100 each

Advisors Assistant Imaging Assistant Scanning Module
Single User Imaging Assistant $299
Network Imaging Assistant - 1 Scan Station, 5 View Stations $499
Additonal Scan Stations $99 each
Additional View Stations $49 each