Assyst Software & Consultancy Ltd

Fern Court Business Centre

Castle Gate




Tel: 01793 845511


client-Assyst - Individual clients module

Comprehensive client database

- Holds each client's fact find information e.g, personal data, policies, incomes / outgoings, etc, plus  compliance information

- Administration information to help you run your business, including service type, review cycles

- Full contact history of actions taken, reviews, and notes etc

Contract Enquiries / Real Time Valuations

  • Automated links to provider and platform systems for instant real-time valuations
  • Full breakdown of funds, unit holdings, unit prices, and values
  • Links to 27 providers / platforms (as of Jan 2017) with more development planned

Full Powerful search / extract facilities

  • Search on all fields in database, or any combination of fields
  • Define and ‘memorise’ your own searches for ease of re-use

Letter Production / Mail-Merging via Microsoft Word

  • General admin letters created in seconds, ditto for the basics for a Suitability Report
  • You can set-up your own letter templates based upon our examples
  • Bulk mailshots for whole database, or selected groups of clients

Contact Management

  • All client contact automtically kept in a 'Contact History' - letters, mail-merges, emails sent, emails saved, reports created, actions taken - plus you can keep detailed notes to fully document your dealings with each client

Email management via Microsoft Outlook

  • All emails sent and received can be ‘trapped’ for inclusion in the client's document folder

Document Management

  • Letters created for a client automatically stored in their document folder
  • All reports give you the option to store in the client document folder
  • Can utilise your existing document archive – you don’t have to change your existing procedures

Pre-populates various fact find print formats

  • Our software can pre-populate most network fact finds
  • We can build you a custom fact find in your preferred format that will pre-populate with all client data (extra charge)

Pipeline Management

  • All pending cases singled out for tracking
  • You define sets of standard tracking actions / tasks that can be simply copied to each new business case


  • You define steps for your business processes
  • System automatically flags for attention
  • Full audit trail of all actions taken

Reviews and Reminders – for clients and cases

  • Each client can have a regular review cycle at any monthly frequency
  • Each case can have a review cycle (fixed rate mortgage?)
  • Ad-hoc reviews or reminders can be held for each client
  • All reviews / reminders managed using the Action List function (see below)

Client Reporting

  • Various Valuation reports and schedules
  • We can build custom Valuation reports to your design (extra charge)

Business Reporting

  • New Business Register automatically produced – NO duplicated data entry
  • KPI reporting - annualised premiums, replacements, cancellations, etc
  • Various administration reports

User access controls

  • Allows you to control which of your staff can see the which clients e.g. an adviser can be restricted to just their own clients
  • And to define what actions (read-only, full update, etc.) are allowed for each user

Book an on-line demo - 01793 84 55 11

Print Print | Sitemap
© Assyst Software & Consultancy Ltd