Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents, and financial planners to track clients, prospects, and financial products.
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Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
| Cookie | Duration | Description |
|---|---|---|
| ARRAffinity | session | ARRAffinity cookie is set by Azure app service, and allows the service to choose the right instance established by a user to deliver subsequent requests made by that user. |
| ARRAffinitySameSite | session | This cookie is set by Windows Azure cloud, and is used for load balancing to make sure the visitor page requests are routed to the same server in any browsing session. |
| Cookie Law Info - Analytics | 11 months | The cookie is used to store the user consent for the cookies in the category "Analytics". |
| Cookie Law Info - Check Advertisement | session | This cookie is used to record the user consent for the cookies in the "Advertisement" category . |
| Cookie Law Info - Necessary | 11 months | The cookie is used to store the user consent for the cookies in the category "Necessary". |
| Cookie Law Info Consent | session | Records the default button state of the corresponding category & the status of CCPA. It works only in coordination with the primary cookie. |
| Viewed Cookie Policy | 11 months | The cookie is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
| Cookie | Duration | Description |
|---|---|---|
| Google Analytics Tracking | 1 year | This cookie is set by Google Analytics. |
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