Name: client Assyst
Author: Assyst Software

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Development

Attendance Tracking

Career Center

Education

Association Management

Business Intelligence (BI)

Case Management

Collaboration

File Sharing

File Sync

Objectives and Key Results (OKR)

Office Suites

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Online Trading

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Debugging

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

In-Memory Databases

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Intranet

Managed Private Cloud

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SSL Certificate

Secure Web Gateway

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales Pipeline

Sales

Microsegmentation

Security Information and Event Management (SIEM)

Security

Automotive

Building Information Modeling (BIM)

Catering

Law Practice Management

Legal Research

Tour Operator

Vertical-Specific

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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.

A CRM for financial service providers, offering a comprehensive client database, fact-find completion and printing, document management, action lists, contract enquiries and real-time valuations, letter production, as well as business and mangement information reporting.

Dolibarr Basic

Dolibarr Premium

Dolibarr

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

client Assyst

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Assyst Software

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client Assyst

Overview

What is client Assyst?