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Service Updates

Wealth Assyst - Scheduled Maintenance

Wealth Assyst – Scheduled Maintenance – Downtime Expected

Date: Wednesday, 08 April 2026

Details:

We’d like to inform you that we’ll be carrying out planned maintenance on wealth.assyst on Wednesday, 08 April 2026, from 5:00 AM to 6:00 AM. This activity is part of our ongoing efforts to ensure the practice management system remains stable, secure, and reliable.

 

What You Need to Know:

During this period, the system will be unavailable. Normal service will resume once the maintenance is complete.

 

Action Required:
No action is required from your end.

 

Contact:
If you have any questions or require assistance, please feel free to contact us via WhatsApp Support.

Posted on: 07 April 2026

Date: Monday, 06 April 2026

Details:

We’re pleased to inform you that new updates and improvements to wealth.assyst are now available.

What’s New

  • Save Preference for Client List & Action List is now available. You can save your preferences based on Client Type and various Action filters within the Action List.
  • Select Client Contact History Reports and a new version of All Client Contact History are now available. You can now download both versions of the report from All Clients / Select Client within the Business Category.
  • Adjust Commission from the Commission Receipting screen is now available.

 

Bug Fixes & Improvement

  • Commission date filters have been fixed. 

  • Action list filters have been fixed.

 

Usability & Security Improvements

In addition, several UI, bug fixes and security improvements have been implemented to provide a smoother and more secure experience when using wealth.assyst.

 

If you have any questions or would like assistance with any of these features, please feel free to contact us and we will be happy to assyst.

 

Thank you for your continued support and trust in wealth.assyst.

 

Action Required:
No action is required.

Contact:
If you have any questions or require assistance, please feel free to contact us via WhatsApp Support.

Posted on:  06 April 2026

Details:

We would like to provide you with an important update regarding the Contract Enquiry service from Royal London.

We have received confirmation from Royal London of their intention to decommission their Contract Enquiry service, with the planned retirement date being 30 June 2026.

As you are aware, we have now launched Wealth Assyst, the cloud version of client-Assyst. Bulk Valuation services are now live in Wealth Assyst via Origo, and Royal London supports bulk valuations through Origo integration.

What You Need to Know
Royal London will continue to provide bulk valuation services via Origo.

Action Required:
If you currently use Contract Enquiry services from Royal London, please contact us at your earliest convenience so we can guide you on the available alternatives.

Posted on: 19 February 2026

Wealth Assyst – Login Issue Resolved

Date: 24 December 2025 

Details:
The login issue affecting Wealth Assyst has now been fully resolved. Our technical team identified and rectified the issue within 1 hour.

What You Need to Know:
You can now log in and access Wealth Assyst as normal. All services are operating as expected.

Action Required:
No action is needed from your side at this time.

Contact:
If you continue to experience any difficulties, please contact our support team via WhatsApp Support.

Wealth Assyst – Login Issue

Date: 24 December 2025

Details:
We are currently experiencing an issue preventing users from logging into Wealth Assyst. Our technical team has identified the cause and is actively working on a fix.

What You Need to Know:
The service will be restored shortly, and we will provide an update once it is fully operational again.

Action Required:
No action is needed from your side at this time.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 24 December 2025

 Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Sunday, 23 November 2025
Time: 8:00 AM – 2:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will result in intermittent unavailability of the Integrate API service.

What You Need to Know:
This maintenance window typically sees very low or no traffic. However, if you do not receive a response while using the Integrate service during this time, please resubmit your request later.

No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 18 November 2025

 Details:

The recent issue affecting the Prudential Contract Enquiry service has now been fixed.

To apply the fix on your system, please upgrade your client-Assyst application to version 6.6.4.0. Our Assyst Support Team will contact you to assist with this update. Once the upgrade is complete, Prudential enquiries will process correctly again.

Alternatively, you can schedule a session with us at your convenience by raising a ticket via our WhatsApp Support, and our team will assist you with the update.

What You Need to Know:
After upgrading to client-Assyst version 6.6.4.0, the Prudential Contract Enquiry service will operate as expected, and all enquiries will process successfully.

Action Required:
Please upgrade to client-Assyst version 6.6.4.0 with assistance from our support team.

Contact:
If you have any questions or wish to arrange an update session, please contact our support team via WhatsApp Support.

Posted on: 12 November 2025

Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Sunday, 16 November 2025
Time: 8:00 AM – 2:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will result in intermittent unavailability of the Integrate API service.

What You Need to Know:
This maintenance window typically sees very low or no traffic. However, if you do not receive a response while using the Integrate service during this time, please resubmit your request later.

No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

 

Posted on: 11 November 2025

 Details:

The recent issue where Fund Value details were missing from the XML response in the Aviva Contract Enquiry service has now been resolved by Aviva.

Our team worked closely with Aviva during the investigation and confirmed that the issue originated from their data response. Aviva has now applied a fix, and the service is operating as expected.

What You Need to Know:
You should now be able to view complete valuation details within your system.

Action Required:
No action is required from your side.

Contact:
If you continue to experience any discrepancies or have further queries, please contact our support team via WhatsApp Support.

Posted on: 5 November 2025

Date: Wednesday, 01 Nov 2025

Time: 4:00 AM – 6:00 AM DST

New Features & Enhancements:

  • Data migration for the Commission and Commission Receipts feature.

Bug Fixes:

  • Mail Merge issue resolved — a new Get Sample Template is now available.
  • The Action List column is now fixed (frozen) when scrolling for better usability.

Known Issues:

Report Issues

  • Asset Listing Report: Some newly added records may not appear.
  • High Risk Register and Replacement Register: Certain column data may not appear.
  • Standard Fact Find: Fact Find Notes are not currently displaying.

Other System Issues

  • Saved Search: Some fields may not return results.
  • Commission Distribution: Not currently functional.
  • Password Management: Password changes from the Profile section are currently unavailable.
  • Export to Excel: In certain cases, the export file may fail to generate.
  • Contact Notes: Only notifications sent to clients are being recorded when an adviser sends an email.
  • System Refresh: Occasional refresh issues may occur.
  • Commission Tab & Vulnerability Tab: An unwanted ID is currently being displayed in the navigation tab.

What You Need to Know:

  • No downtime is expected
  • You may notice brief refreshes during the deployment
  • Our team will continue to monitor the release closely and provide updates as necessary

Action Required:
No action is required.

Contact:
If you have any questions or require assistance, please feel free to contact us via WhatsApp Support.

Posted on: 31 Oct 2025 

Wealth Assyst – Login Issue Resolved

Date: 30 October 2025 | 10:30 AM – 11:48 AM

Details:
The login issue affecting Wealth Assyst has now been fully resolved. Our technical team identified and rectified the issue within 1 hour and 18 minutes.

What You Need to Know:
You can now log in and access Wealth Assyst as normal. All services are operating as expected.

Action Required:
No action is needed from your side at this time.

 

Contact:
If you continue to experience any difficulties, please contact our support team via WhatsApp Support.

Wealth Assyst – Login Issue

Date: 30 October 2025

Details:
We are currently experiencing an issue preventing users from logging into Wealth Assyst. Our technical team has identified the cause and is actively working on a fix.

What You Need to Know:
The service will be restored shortly, and we will provide an update once it is fully operational again.

Action Required:
No action is needed from your side at this time.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 30 October 2025

Aviva Response Issue – Unit Price Fund Values Missing

Details:
Aviva has acknowledged an issue with their response where the unit price fund values are not appearing.

Current Status:
We have contacted Aviva regarding this issue, and it is currently under their review.

Action Required:
If you encounter this issue, please escalate it directly to the Aviva support team for further assistance.

Contact:
If you need any further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 29 October 2025

Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Sunday, 2 November 2025
Time: 8:00 AM – 2:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will result in intermittent unavailability of the Integrate API service.

What You Need to Know:
This maintenance window typically sees very low or no traffic. However, if you do not receive a response while using the Integrate service during this time, please resubmit your request later.

No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 28 October 2025

Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Sunday, 2 November 2025
Time: 8:00 AM – 2:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will result in intermittent unavailability of the Integrate API service.

What You Need to Know:
This maintenance window typically sees very low or no traffic. However, if you do not receive a response while using the Integrate service during this time, please resubmit your request later.

No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

 

Posted on: 28 October 2025

Prudential Contract Enquiry – Service Issue – No Action Required for Client Assyst

Date: Monday, 27 October 2025
Time: Ongoing

Details:
We are aware of the ongoing issue with the Prudential contract enquiry and would like to assure you that our team is working to resolve it.

Action Required:
No action is needed from your side. We’ll keep you informed as soon as the issue is resolved.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 27 October 2025

Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Saturday, 26 October 2025
Time: 8:00 AM – 2:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will result in intermittent unavailability of the Integrate API service.

What You Need to Know:
This maintenance window typically sees very low or no traffic. However, if you do not receive a response while using the Integrate service during this time, please resubmit your request later.

No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 22 October 2025

Prudential Contract Enquiry – Service Issue – No Action Required for Client Assyst

Date: Tuesday, 07 October 2025

Details:
We are currently experiencing an issue affecting Contract Enquiries from Prudential within Client Assyst. Prudential has confirmed that they are already aware of the issue and are currently investigating it. Our technical team is working closely with Prudential to implement a fix at the earliest.

What You Need to Know:

  • The issue is limited to Prudential Contract Enquiries only.

  • All other system functions remain unaffected.

  • We will provide a further update once the issue has been fully resolved.

Action Required:
No action is required from your side at this stage.

Contact:
For any queries or assistance, please reach out to our support team via WhatsApp Support.

Posted on: 07 October 2025

Wealth Assyst – Scheduled Update – No Downtime Expected

Date: Wednesday, 01 October 2025

Details:
We’re pleased to inform you that an update to Wealth Assyst is scheduled for release on 01 October 2025 at 4:30 AM. This release brings important enhancements, stability improvements, and new features to ensure a smoother user experience.

What’s Coming:

  • UI Enhancements

    • Client List & Action List: Filter data on each column for easier navigation

    • Drag & drop functionality with Save Preference

    • Sorting on hover – simply hover over a column header to sort

    • Notes: All notes now appear in descending order, with your latest updates at the top

    • Client Type: Now fully functional in the Client List

    • Commission Module: Auto Apply button added for easier record selection

    • Consultant Name: Older clients now correctly display consultant name (previously blank)

  • New Roles & Permissions

    • Super Admin: Full access, including the Commission module

    • Admin: Full access to all features except Commission

  • New & Enhanced Reports

    • Vulnerability Register (Enhanced)

      • Now includes Status and End Date

      • Available for both Selected Client and All Clients

      • Start/End Dates can be set when adding a client

      • If only Start Date is added → Status = Active

      • If End Date is added → Status = Inactive

    • Commission Due Report: Track all commission dues effectively

    • Commission Receipts:

      • Grouped by Commission Type (Detailed)

      • Grouped by Commission Type (Total)

      • Grouped by Receipt Date

    • Commission Receipt Report: Improved breakdown and visibility

  • Performance Improvements

    • Significant enhancements in Commission Receipting for faster and smoother processing

Known Issues:

  • Reports

    • Asset Listing Report: Some newly added records may not appear

    • Standard FactFind: Notes are not currently displaying

  • Other System Areas

    • Saved Search: Some fields may not return results

    • Commission Distribution: Not currently functional

    • Password Management: You cannot change your password from Profile

    • Export to Excel: In some cases, export may fail

    • Contact Notes: Only client notifications are currently being recorded when an adviser sends an email

    • System Refresh: Occasional refresh issues may occur

    • Commission Filters: Only Custom Date Filter is currently working

What You Need to Know:

  • No downtime is expected

  • You may notice brief refreshes during the deployment

  • Our team will continue to monitor the release closely and provide updates as necessary

Action Required:
No action is required.

Contact:
If you have any questions or require assistance, please feel free to contact us via WhatsApp Support.

Posted on: 30 September 2025

Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Sunday, 28 September 2025
Time: 8:00 AM – 2:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will result in intermittent unavailability of the Integrate API service.

What You Need to Know:
This maintenance window typically sees very low or no traffic. However, if you do not receive a response while using the Integrate service during this time, please resubmit your request later.

No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 23 September 2025

Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Saturday, 20 September 2025
Time: 7:00 AM – 5:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will result in intermittent unavailability of the Integrate API service.

What You Need to Know:
This maintenance window typically sees very low or no traffic. However, if you do not receive a response while using the Integrate service during this time, please resubmit your request later.

No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 16 September 2025

Wealth Assyst – Scheduled Update – No Downtime Expected

Date: Friday, 29 August 2025

Details:
We’re pleased to inform you that an update to Wealth Assyst is scheduled for release today at 6:00 PM. This release brings important enhancements, stability improvements, and new features to ensure a smoother user experience.

What’s Coming:

  • Assyst Portal will be available

  • Commission Receipting stabilised

  • Forgot Password will be available

  • User experience improvements and bug fixes

  • Select Client Vulnerability Register

  • System Stability Improvements, including:

    • Ongoing fixes for known issues

Known Issues:
Newly created records are not appearing within these reports:

  • Asset Listing Report

  • High Risk Register

What You Need to Know:

  • No downtime is expected

  • You may notice brief refreshes during the deployment

  • Our team will continue to monitor the release closely and provide updates as necessary

Action Required:
No action is required.

Contact:
If you have any questions or require assistance, please feel free to contact us via WhatsApp Support.

Posted on: 29 August 2025

Date: Friday, 8 August 2025

Details:
Microsoft Azure has announced that support for the Remote Desktop Client for Web browser will end on 17 November 2025.
This change affects all users running Assyst Software on Azure Virtual Desktop via the Remote Desktop Web Client. To ensure uninterrupted access and continued support for remote access features, you are requested to migrate from the Web Client to the Windows App on Web before the deadline.

What You Need to Know:

  • After 17 November 2025, the Web Client will no longer be supported by Microsoft.

  • Continued access to your virtual machine and Assyst Software will require the Windows App.

How to Set Up the Windows App to Access a Virtual Machine (VM):

  1. Install the Windows App

  2. Sign In using your Microsoft 365 or Azure AD credentials.

  3. Connect – Click Connect to log in to your virtual machine.

  4. Install client-Assyst – Inside your virtual machine, click the client-Assyst icon to complete installation.

  5. Once installed, you can access the client-Assyst application as usual.

Action Required:
All users must complete the migration to the Windows App before 17 November 2025 to avoid losing access to Assyst Software on Azure Virtual Desktop.

Contact:
If you have any questions or require assistance, please contact us via WhatsApp Support.

Posted on: 8 August 2025

Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Sunday, 31 August 2025
Time: 8:00 AM – 2:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will result in intermittent unavailability of the Integrate API service.

What You Need to Know:
This maintenance window typically sees very low or no traffic. However, if you do not receive a response while using the Integrate service during this time, please resubmit your request later.

No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 26 August 2025

Wealth Assyst – Scheduled Maintenance – Minimal Disruption Expected

Date: Thursday, 11 July 2025

Details:
We’d like to inform you that we’ll be carrying out planned maintenance on wealth.assyst today at 6:30 PM. This is part of our ongoing efforts to ensure the practice management system remains stable, secure, and reliable.

What You Need to Know:
The system will remain available during this maintenance. However, your session may be interrupted while the maintenance is in progress, and you may need to log in again afterwards.

Action Required:
No action is required.

Contact:
If you have any questions or require assistance, please feel free to contact us via WhatsApp Support.

Posted on: 11 July 2025

Aegon Platform Data Feeds – Service Restored – No Action Required

Date: Friday, 4 July 2025

Details:
Please note that the Aegon Platform / Aegon Retirement Choices / Aegon One Retirement weekly remuneration feed, daily valuation feed, or daily transaction feed was temporarily unavailable earlier today.

This issue has now been resolved, and the relevant file(s) dated 04/07/2025 have been successfully issued to Origo. They should now be available at your usual location.

What You Need to Know:
If the files are not visible, please retry collecting them from your usual feed location.

Action Required:
No action is required unless the files are still missing.

Contact:
For further assistance, please contact our support team via WhatsApp Support.

Posted on: 4 July 2025

Aegon Platform Data Feeds – Service Restored – No Action Required

Date: Friday, 4 July 2025

Details:
Please note that the Aegon Platform / Aegon Retirement Choices / Aegon One Retirement weekly remuneration feed, daily valuation feed, or daily transaction feed was temporarily unavailable earlier today.

This issue has now been resolved, and the relevant file(s) dated 04/07/2025 have been successfully issued to Origo. They should now be available at your usual location.

What You Need to Know:
If the files are not visible, please retry collecting them from your usual feed location.

Action Required:
No action is required unless the files are still missing.

Contact:
For further assistance, please contact our support team via WhatsApp Support.

Posted on: 4 July 2025

Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Saturday, 21 June 2025
Time: 7:00 AM – 5:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will result in intermittent unavailability of the Integrate API service.

What You Need to Know:
This maintenance window typically sees very low or no traffic. However, if you do not receive a response while using the Integrate service during this time, please resubmit your request later.

No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 18 June 2025

Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Sunday, 15 June 2025
Time: 8:00 AM – 2:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will result in intermittent unavailability of the Integrate API service.

What You Need to Know:
This maintenance window typically sees very low or no traffic. However, if you do not receive a response while using the Integrate service during this time, please resubmit your request later.

No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 9 June 2025

Nucleus Integrate API Service – Scheduled Maintenance – No Action Required for Wealth Assyst

Date: Sunday, 1 June 2025
Time: 2:00 PM – 6:00 PM

Details:
Nucleus will be carrying out routine maintenance during this period, which will cause intermittent unavailability of the Integrate API service.

What You Need to Know:

  • If you do not receive a response while using the Integrate service during this window, please resubmit your request later.

  • No changes are being made to any of our APIs.

Action Required:
No action is needed from your side.

Contact:
For further information or assistance, please contact our support team via WhatsApp Support.

Posted on: 29 May 2025

Amazon ECR Basic Scanning Update – No Action Required for Wealth Assyst
Starting 1 October 2025, the previous version of Amazon ECR Basic Scanning will no longer be supported. Amazon announced on 6 August 2024 the general availability of a new and improved basic scanning version, powered by Amazon’s native scanning technology. This enhanced version offers better vulnerability detection across a wide range of operating systems, improving container image security.

For Wealth Assyst users:
Our team has already implemented the updated ECR scanning configuration.

No action is required from your side.
This update is part of our ongoing efforts to maintain a secure and compliant infrastructure for all Wealth Assyst services.
If you have any questions, please contact us via WhatsApp Support.

Posted on: 22 May 2025

Amazon EKS Kubernetes 1.29 Support Ending – No Action Required for UserAmazon EKS will end standard support for Kubernetes version 1.29 on 23 March 2025. Clusters on this version will enter extended support until 23 March 2026, after which automatic upgrades to version 1.30 will begin.


Please note:
Our team has already taken the necessary steps to manage this update for Wealth Assyst infrastructure.


No action is required from your side.
This update is being handled as part of our ongoing infrastructure maintenance to ensure stability and compliance.
If you have any questions, feel free to contact us via WhatsApp Support

Posted on: 22 May 2025

We have received an official notification from Microsoft that Azure Unmanaged Disks will be retired on 30 September 2025. To avoid any service disruption, it is important to migrate all virtual machines (VMs) using unmanaged disks to Azure Managed Disks before the deadline.


What You Need to Do:
Identify any VMs currently using unmanaged disks.
Plan and perform the migration using Microsoft’s official guidance.
Complete the migration before 30 September 2025.

If you need assistance, you can:
Contact us directly via WhatsApp Support
Or refer to Microsoft’s migration documentation

Posted on: 22 May 2025

Date: Sunday, 4th May 
Time: 8:00 AM – 02:00 PM


Nucleus will be performing routine maintenance during this period, which may cause intermittent unavailability of the contract enquiry service in client-Assyst


What You Need to Know:
Low impact expected – Traffic is typically minimal during this time.
If you experience issues submitting a request, please try again later.


No action required – No changes are being made to the APIs.
Thank you for your understanding.

Posted on: 29 April 2025

LV has introduced a URL change in their API, which impacts the Contract Enquiry service within Client-Assyst. We have made the necessary updates to our system to support this change. However, if these updates are not deployed, the Contract Enquiry service for LV will not function. If you use the LV Contract Enquiry service, please book a session with our support team to schedule your update.

Posted on: 20 February 2025

Transact has introduced system updates impacting the Contract Enquiry service within client-Assyst. To ensure uninterrupted service, these updates must be deployed before 10 June 2025. If you use the Transact Contract Enquiry service, please book a session with our support team to schedule your update. For any questions, contact our support team. Thank you for your cooperation.

Posted on: 20 February 2025