Assyst Software & Consultancy Ltd

Alchornes House

Basset Down

SWINDON

Wiltshire

SN4 9QP

 

Tel: 01793 845511

Email: contact-us@assyst-software.co.uk

 

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.

commission-Assyst

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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