Assyst Software & Consultancy Ltd

Fern Court Business Centre

Castle Gate




Tel: 01793 845511


client-Assyst module

Individual client adminstration

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 module

Corporate client and Group Scheme administration

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.


Commissions, Charges & Fees reconcilation and reporting

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.

Reviews & Actions List (included - no charge)

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.

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