AdvisorAssist is dedicated to the support of its Advisors. We have developed an integrated support technology and process to help us support you in the most timely and effective manner.
Advisor Portals
EachCompliance Advantage client is provided with a secure Advisor Portal to maintain compliance related documents, tasks, and workflows. This also serves as a primary support hub with access to Advisor Alerts, Templates, Risk Assessments and other tools. For more information on our Advisor Portals, please contact us at portals@advisorassist.com.
Email Support
Email the AdvisorAssist Support Team at Support@AdvisorAssist.com with the details of your support requests.
Phone Support
If your request requires a call to discuss, we find it is often best to submit the question or request via the Advisor Portal or Support@AdvisorAssist.com in advance of calling us. Advisor Support can be reached during normal business hours (M-F 9:00am to 5:00pm EST).
