Practice management software for
Financial Advisers
Why Assyst Software?
Our cost effective suite of client management software for Financial Advisers is comprehensive and fully functional,
allowing you to run your business and help you manage your regulatory reporting responsibilities.
Practical
Designed to help you manage Individual Clients; Corporate Clients and Group Schemes; Record and Reconcile Commissions and Charges/Fees.
Easy To Use
Our software is comprehensive, functional and easy to use. It is intuitive with minimal or no training required.
Affordable
You will really like our easy pricing.
Our products are cost effective and you only pay for what you need.
Friendly Support
Customers receive three months free support to assist them with the challenge of taking on new software.
Training is available online through our Assyst training programme.
What are the top three issues facing Financial Advisers?
What are the top three issues facing Financial Advisers?
Order your copy of our FREE fully-researched White Paper with comprehensive analysis of the industry.
What do our customers say?
"I have to say that the Assyst system has been perfect for me as a small practitioner, and the support level has been second to none…"
"I moved to Assyst because my current system which was not giving me the interface I wanted.
I chose Assyst because it is simple to use and does everything I want it to.
I looked at other systems, but found them difficult to navigate…."
"I came from a competitor system. The lower cost was a big factor in my move to Assyst…"
"Assyst is the best kept secret in our industry…"