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:
We would like to provide you with an urgent update regarding the Contract Enquiry services from Quilter and Royal London.
We have received information from Quilter of their intention to decommission their Contract Enquiry service. They haven’t given a definitive date for this but have indicated their intention is to do so in February 2026.
Royal London has also advised us that they plan to retire their Contract Enquiry service towards the end of 2026.
As you are aware, we have now launched Wealth Assyst, the cloud version of client-Assyst. We will also be going live with Bulk Valuation services in Wealth Assyst via Origo very soon. Both providers have integration with Origo to provide bulk valuations.
What You Need to Know
Both providers will continue to provide bulk valuation services. We are in discussions with both providers about their ongoing plans.
Action Required:
If you currently use Contract Enquiry services from either of these providers, please do get in touch with us urgently.
Posted on: 11 November 2025
Wealth Assyst – Scheduled Maintenance – Downtime Expected
Date: Wednesday, 12 November 2025
Details:
We’d like to inform you that we’ll be carrying out planned maintenance on wealth.assyst on Wednesday, 12 November 2025, from 3:30 AM to 6:30 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: 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:
Bug Fixes:
Known Issues:
Report Issues
Other System Issues
What You Need to Know:
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):
Install the Windows App
Download from the Microsoft Store or Microsoft Learn.
Sign In using your Microsoft 365 or Azure AD credentials.
Connect – Click Connect to log in to your virtual machine.
Install client-Assyst – Inside your virtual machine, click the client-Assyst icon to complete installation.
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
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
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
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
