client Assyst

client-Assyst is a client management software designed to help professionals efficiently manage their individual clients and their business. According to the vendor, this software solution is targeted at small to large-sized businesses in the financial services industry, including financial advisors, investment firms, and insurance agencies. With its range of features and functionalities, client-Assyst aims to streamline administrative tasks, automate processes, and provide real-time valuations and reporting.

Key Features

Comprehensive Client Database: According to the vendor, client-Assyst holds detailed client information including personal data, policies, incomes/outgoings, and compliance information. Administrators can manage service types and review cycles for each client, while a full contact history of actions, reviews, and notes is provided.

Contract Enquiries / Real Time Valuations: The vendor states that this feature enables automated links to multiple provider and platform systems for instant real-time valuations. It provides a full breakdown of funds, unit holdings, unit prices, and values. Additionally, it offers a time-saving feature that electronically updates client policies and funds on the client-Assyst database.

Powerful Search / Extract Facilities: According to the vendor, users can search on all fields in the database or any combination of fields. This feature also allows the ability to define and memorize custom searches for ease of re-use.

Letter Production / Mail Merging: The vendor states that client-Assyst enables the quick creation of administrative letters using Word. It offers customizable letter templates based on provided examples and facilitates bulk mailshots for the entire database or selected groups of clients.

Contact Management: According to the vendor, this feature automatically keeps track of all client contact in the contact history, including letters, mail merges, emails sent, emails saved, and reports created. Users can keep detailed notes to fully document dealings with each client.

Email Management via Outlook: The vendor states that client-Assyst stores all emails sent/received in the client's document folder and seamlessly integrates with Microsoft Outlook for efficient email management.

Document Management: According to the vendor, letters created for a client are automatically stored in their document folder. Additionally, there is an option to store all reports in the client document folder. Integration with existing document archives eliminates the need to change existing procedures.

Pre-populates various fact find print: The vendor claims that this feature can pre-populate most network fact finds, reducing manual data entry. It also offers the option to build custom fact finds in preferred formats that pre-populate with client data (additional charge may apply).

Pipeline Management: According to the vendor, client-Assyst highlights all pending cases for easy tracking. It allows the definition of standard tracking actions/tasks that can be copied to each new business case.

Workflow: The vendor states that this feature enables the definition of steps for business processes. It automatically flags items that require attention and provides a full audit trail of all actions taken.