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
• Diary facility to manage 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, prices (with simple update facility), portfolio print, 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 ME, XP, and Vista.

You will need at least 256 MBytes of memory.
You need MS-Word 2000 or better for the letter writing and mail-merging.