Assyst Software & Consultancy Ltd

Alchornes House

Basset Down





Tel: 01793 845511



Reviews & Actions List function (free)

Central facility to manage all reviews and reminders

- Provided free with the client-assyst and corporate-assyst modules

- Picks up all reviews and reminders in the client and corporate modules

- All reviews / reminders have full audit trail of actions taken

- Supervisor facility to 'assign' actions / reminders to specific people

- Each person can tailor their reminder list to just their own actions, and advisors can tailor their list to show just the actions for their own clients

Book an on-line demo - 01793 84 55 11

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