Wealth Assyst – New Updates & Improvements
Details:
We’re pleased to inform you that new updates and improvements to wealth.assyst are now available.
What’s New
Payment File Upload – Commission Module (Beta)
We have introduced the Beta version of Payment File Upload within the Commission module, designed to help you receipt commission faster.
The feature provides a simple five-step process:
- Select the Provider, Date Range and Receipt Date.
- Upload the Payment File in Excel or CSV format.
- Compare the Commission Expectation and Payment File side by side.
- Select and validate the commission records to be receipted.
- Receipt the Commission.
You can also generate a Post-Receipt Report once receipting is complete.
If you do not complete the process in one session, you can resume your session later and continue working with the uploaded payment file.
Letter Generation
Several improvements have been introduced to the Letter Generation module in wealth.assyst:
- Saved Searches — Create and save a client search from the Client List screen using various filters. The saved search can then be reused within Letter Generation to generate letters for clients in that list, without having to apply the same filters and select the clients again.
- Bulk Letter Generation Queue — Submit multiple letter generation requests to a queue and continue using the system while your letters are being generated. Once complete, the generated letters can be accessed from the Completed Queue.
- Contact Notes — When generating a letter, you now have the option to save a Contact Note, helping you maintain a record of communications against the client.
Note: Case placeholders were planned to be included in this release. However, due to a technical issue identified during the release process, this functionality is not currently available. Our technical team is reviewing the issue and will provide a further update once it has been resolved. In the meantime, please continue to use Customer-related placeholders when generating letters.
Saved Preferences & Select All – Commission Module
We have introduced improvements to both Commission Receipting and Commission Distribution.
Save Your Preferences
You can now personalise how commission information is displayed by:
- Hiding or displaying columns
- Changing column preferences
- Applying your preferred sorting
- Saving these preferences for future use
This means you do not need to reconfigure the commission screens each time you use them.
Select All Filters
Select All functionality has been introduced for:
This makes it quicker for Commission Managers to select multiple records when working with Receipting and Distribution.
Asset, Liability & Policy – UI Improvements
We have improved the way Assets, Liabilities and Policies are displayed within wealth.assyst.
These records are now more clearly separated by each case type and displayed with fewer columns, making it easier to find and review the information you need.
Current & Non-Current Records
A Non-Current option has also been introduced within the Case Summary and the Asset, Liability and Policy sections.
The following statuses are treated as Non-Current:
- CANCELLED
- DECLINED
- MATURED
- LAPSED
- TERMINATED
- SURRENDERED
- TRANSFERRED
- REDEEMED
- RE-PAID
- NOT PROCEEDED WITH
- EXPIRED
- CONVERTED
- NOT TAKEN UP
- OUT OF FORCE
By default, records with these statuses are treated as non-current.
When Non-Current is enabled, these records will also be displayed alongside your current records. This helps keep your everyday view focused on current business while still allowing you to access historical or non-current records when required.
Generate Client Reports Directly from the Client Screen
You can now generate supported Client Reports directly from the Client screen.
You no longer need to navigate separately to the Reports section and search for the client again. Simply select the required report from the Client screen to generate it for the client you are currently viewing.
Additional Improvements
Contact Notes – Created By
Each Contact Note now includes a Created By field, which records the user who created the note.
Negative Fund Values
The system now supports the entry of negative fund values where required.
Fund Entry
You can now add a fund without entering Units or Price, providing greater flexibility when recording fund information.
Column-Level Filters
Column-level filtering is now available across sections of the Client screen, including Income, Assets, Liabilities and Policies, making it easier to find and filter information.
Refresh Improvements
Various refresh-related issues across wealth.assyst have been resolved.
Bug Fixes
Various reported bugs and issues across wealth.assyst have also been addressed as part of this release.
Feedback
As we continue to test and improve wealth.assyst, you may occasionally encounter unexpected behaviour or issues.
We encourage you to try the new features and improvements introduced in this release and share your feedback with us. If you experience anything that does not work as expected, please contact us by email or WhatsApp, and our team will investigate and address it.
Posted on: 29 August 2026
