client-assyst has everything to help you to professionally manage your individual clients and your business. Intuitive and easy to use, and feature rich - includes Contract Enquiries / Real Time Valuations, Document Management, Letter Production, Fact find printing, KPI reporting, Reviews / Reminders, etc.
corporate-assyst allows you to manage corporate (company) clients, pre-populate fact finds, handle reviews and reminders etc. You can additionally manage each company's Group schemes and members. Letter production is a major part of the system to simplify communication to members and employees, and membership listings are provided to help the renewal process with both the provider and the company.
commission-assyst allows you to track the charges / fees you are expecting, receipt payments from clients, providers, and platforms, and make distributions (pay-aways) to your advisers and introducers.
Gabriel reporting so much simpler as the system will produce the totals required for your RMAR / Gabriel report.
Provided as part of the Individual and Corporate modules, the Action List module centralises the administration of all reviews, reminders, follow-ups, and tasks required to manage your clients and run your business.