Client database software for
financial services professionals

client-Assyst is a client database / back-office system developed specifically for financial services. It provides all of the facilities you need to manage your clients information, to satisfy your record keeping requirements, and to help provide an excellent service to your clients.

commssion-Assyst is a fully functional commission (and fees) system for financial services.

Each system can be used on it's own, or networked for larger practices.

When used together, client-Assyst and commission-Assyst share the same database, providing a single point of data entry for all clients, fact-find information, new business, and commission expectations.