To create a backup of your Advisor's Assistant:

  1. From the computer or server that has the Advisors Assistant SQL Database installed, navigate to >Start > All Programs > Advisors Assistant > Database Maintenance > Backup > Restore
  2. This will open the Server Utilities. From ther, you can click the Backup Button and select a location on your local computer for your backup file.

Advisors Assistant creates a 256 bit AES encrypted, compressed (zip file) backup which you can then send to our success team for migration.

See also:

Tips for preparing your data before importing into Wealthbox

How do I import my contacts?

How do I import notes? 

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