Many features, one single price. wealth.assyst is a packed with features and functionality to boost your practice’s efficiency and keep your customers happy.
Holds each client's data e.g. fact find information, personal data, policies, incomes, outgoings etc., documents plus compliance information in one place.
Lists all review and reminders using the Action List function. Each client or case can have regular review cycle at any monthly frequency. Tasks can be assigned to specific persons.
Search with any two combinations of fields. Define and "memorise" your search for ease of re-use.
Store all your relevant client documents in the client folders. Control access to sensitive client documents through user access controls.
Integrated portal for clients to receive and store documents and messages. Individual accounts for client and partners. Record when documents are exchanged in client history.
Supports commissions and fees. Set commission rules - how commissions are distributed. Simple receipting - reconcile receipts with income. Business and regulatory reporting.
Comprehensive corporate database.
Record schemes, members, benefits and contributions
Keep a full record of all interaction with the client, through contact notes and case notes. Automatically record, letters, emails sent, reports created and actions taken.
Automated valuation feeds from many providers and platform giving updated valuations.
Assign permissions to your users to ensure security and privacy of your customer data.
All pending cases can be marked for tracking. Define standard actions which can be simply copied to each new business case.
Define steps for your business processes. wealth.assyst can automatically flag action items for attention. Full audit trail of all actions taken.
Various valuation reports and schedules available and Custom reports are also possible.
New business register automatically produced. KPI reporting and various administration reports.
Administrative letters created using templates. Bulk emails can be sent to whole database or groups of clients
Holds each client's data e.g. fact find information, personal data, policies, incomes, outgoings etc., documents plus compliance information in one place.
Lists all review and reminders using the Action List function. Each client or case can have regular review cycle at any monthly frequency. Tasks can be assigned to specific persons.
Search with any two combinations of fields. Define and "memorise" your search for ease of re-use.
Store all your relevant client documents in the client folders. Control access to sensitive client documents through user access controls.
Integrated portal for clients to receive and store documents and messages. Individual accounts for client and partners. Record when documents are exchanged in client history.
Supports commissions and fees. Set commission rules - how commissions are distributed. Simple receipting - reconcile receipts with income. Business and regulatory reporting.
Comprehensive corporate database.
Record schemes, members, benefits and contributions
Keep a full record of all interaction with the client, through contact notes and case notes. Automatically record, letters, emails sent, reports created and actions taken.
Automated valuation feeds from many providers and platform giving updated valuations.
Assign permissions to your users to ensure security and privacy of your customer data.
All pending cases can be marked for tracking. Define standard actions which can be simply copied to each new business case.
Define steps for your business processes. System can automatically flag action items for attention. Full audit trail of all actions taken.
Various valuation reports and schedules available and Custom reports are also possible.
New business register automatically produced. KPI reporting and various administration reports.
Administrative letters created using templates. Bulk emails can be sent to whole database or groups of clients.
