Assyst Software
HQ Address
18 Melbourne Grove, London, SE22 8RA, United Kingdom
Website Address
Business introduction
Practice management software for financial advisers
Our cost effective suite of client management software for financial Advisers is comprehensive and fully functional, allowing you to run your business and help you manage your regulatory reporting responsibilities
Assyst Software was established in 1996 by the founding partners who have more than 30 years' experience in both the information technology and financial services industry. They managed projects and developed software for many of the leading life and pensions companies and became aware during this time of a gap in the market for affordable, easy to use client management software.
Assyst Software is a small, friendly company which continues to develop our products to meet the growing needs of the IFA and welcomes customer feedback in the future development of our software.
Assyst Software Solutions
Assyst Client Portal
All from within your existing client-Assyst environment No need for another system with separate login No emails to clients with complex passwords More secure Notification of new document awaiting attention Increased efficiency GDPR compliant ...
business needs
view solutionclient-Assyst
Intuitive, easy to use and feature rich, client-Assyst includes: Comprehensive client database Fact-find completion and printing Document management Action lists Contract enquiries / real time valuations Letter production Business and mangement information reporting ...
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Document Management & Storage
commission-Assyst
Gabriel reporting becomes so much simpler as the system will produce the totals required for your RMAR / RegData report. Key Features: Supports commissions and fees Commission rules Simple receipting Powerful reporting Regulatory reporting ...
