Overview

client-Assyst is a client database / back-office system developed specifically for financial services.

• store all fact-find data for all of your clients - policies, assets, liabilities, personal, employment details, attitude to risk, outgoings, etc
• Reminder List to manage your "to do list" and maximise your business opportunities
• Document Management to allow instant access to existing archived reports, letters or scanned documents (the paperless office?). client-Assyst will file new letters and reports in the clients document folder
• powerful Search facilities to analyse your data for research, mailshots, etc
• Investment Management - funds, contract enquiries, fund price feeds, portfolio print with growth since inception/annualised
• simple Letter writing / Mail merging
• client Factfind prints including formats required by many networks, or, we can develop a 'custom' fact-find print to your requirements
• New Business Register automatically produced
• Pipeline Management and automated case tracking
• define up to 250 additional user-defined items of data
• can be run stand-alone, networked, of used for remote access via the internet

client-Assyst will run under Windows XP, Vista, and Windows 7.

You will need at least 512 MBytes of memory, preferably 1 GByte or more.
You need MS-Word 2003 or better for the letter writing and mail-merging.

 

Database Content

• Comprehensive database stores any number of clients
• Each client has sections for:-
• personal information (name, address, income, occupation, employment, etc)
• partner and dependant information
• assets, liabilities, policies
• income and outgoings
• attitude to risk and objectives
• other addresses
• appointments, reminders, follow-ups
• time spent
• notes
• No limit to the number of clients, investments, policies, notes, etc.
• Review dates for each policy, asset, liability
• Policies include pensions, life, general, income protection,investments, health, etc.
• Histories for payments and withdrawals
• Multiple funds per policy / investment
• Assets include properties, bank and building society accounts, shares, unit trusts / PEPs / ISAs, personal assets
• Liabilities include loans, mortgages, credit cards, hire purchase, leases, etc.
• Document References for easy viewing of client-Assyst client reports, letters you have written, or documents you have scanned.
• Time information to be used as a basis for fees or simply to record time spent.
• Up to 250 user-defined additional fields per client

Searching / Extracting

To maximise the use of data in your client database for marketing or mail-shotting purposes, client-Assyst has a powerful search capability:-

• Search on any field in the database to create 'extract lists' of clients that match specific criteria
• Further refine these searches / extracts by performing 'extracts within extracts' any number of times
• Pre-defined extracts for common searches are provided, plus you can define your own.
• 'Memorise' regularly used extracts for easy future use

 

Mailshots / Letter Writing

To simplify customer contact and facilitate mail-shots and label printing, client-Assyst allows you to link exported name and address information to Microsoft Word* for letter writing and mail-merges.

• Simply click one button and select your letter template to create a personalised letter for one or any number of clients
• client-Assyst automatically interfaces to MS-Word and populates your letter(s) ready for printing
• Used in combination with extract lists to target all clients or specific groups
• Store any number of letter templates to suit your particular requirements
• Pre-defined exports supplied for letters and labels
• 'Memorise' regularly used exports for easy future use

*   You need MS-Word 2000 or better for this feature to work.

 

Reporting

client-Assyst provides many 'standard reports' to allow you to manage your business more effectively:-

• address lists
• phone lists
• birthday lists
• case listings by provider, status
• various review date lists
• appointment / follow-up lists
• new business register
• pending business (pipeline) report
• time recorded

You can print all or selected parts of a client fact-find, plus you can print fact-finds in the format required by many networks.

Also, for each client you can print:

• policy schedules
• investment schedules
• portfolio valuations
• case listing
• time recorded
• client summary sheet

 

New Business Tracking

To enable you to track your pipeline cases, and the actions required to ensure a case goes into force, client-Assyst will:-

• Store details of all 'pending' cases (policies, investments, mortgages)
• Automatically add the default actions you want to track for each type of business.
• Allow you to enter additional actions and progress against these pipeline cases
• Provide feeds into the diary so you can easily manage / follow up these actions to ensure a case goes 'into-force'
• Produce a Pending Business report, by consultant, showing all pipeline cases and their outstanding actions.

Investment Management

client-Assyst allows you to store an unlimited number of investments - PEPs, ISAs, Unit Trusts, Bonds, etc. for each client.

For each investment, you can store details of funds, number of units, unit price, history of payments and withdrawals, giving you and your client a complete picture of their investments on the portfolio report.

Fund and share prices can be updated through a utility that updates all clients at the same time, keeping your clients investment portfolio totally up to date.

Scheduled for late 2008 - automated links to providers to download client contract details and up to date values.

Portfolio Valuation Example

 

Diary

client-Assyst has a number of places where you can record reminders or follow-up dates:

• any number of appointments / reminders for a client
• a client annual review
• case (policy / investment / mortgage) review dates
• 'action' dates, for pending business
• plus, birthdates for clients, partners, dependants

The diary feature consolidates all of those 'reminders' to produce a display / printout showing what is due in the next 7 days, next month or whatever period you wish to define.

This can be produced for your complete client list, for a single consultant within your business, and you can select or de-select which types of dates you want to be reminded about.

 

Document Management

To minimise your need to keep paper copies (the start of the 'paperless' office?) the client-Assyst database can contain references to, and allow you to quickly access client document folders.

These include:

• Word, Excel documents that you have created and sent to your client - including all documents you already have on your computer(s)
• Letters and reports that client-Assyst has created - good for archiving the client fact-find or portfolio report, produced on a particular date
• Documents that you have scanned into your computer - letters, quotes, etc. - that you have received either from the client or from the provider about their policies / investments etc.

To make this work, you simply set up a folder for the client's documents on your system and link that folder to the client record on the database.

client-Assyst will then be able to access and display all the documents you have stored for the client, and a simple double-click will open the document for you to see.

No need to keep paper copies!! No need to print and scan letters and reports produced by client-Assyst.