client-Assyst

 Individual Client Administration

This has everything to help you professionally manage your individual clients and your business.  Intuitive, easy to use and feature rich, client-Assyst includes:
Contract Enquiries / Real Time Valuations*
  • Comprehensive client database
  • Fact-find completion and printing
  • Document Management
  • Action Lists
  • Contract Enquiries / Real Time Valuations*
  • Letter Production
  • Business and Mangement Information Reporting
*Contract Enquiries / Real Time Valuations - this is an integral and free part of the client-Assyst module - the Contract Enquiry function (valid user ID/password or UNIPASS certificate required) allows you to obtain up-to-the minute valuations from product providers, without the need for you to contact the provider by phone, or even via their website. This can save your business considerable amounts of time and resource by gathering this information electronically and automatically updating client’s policies and funds on your client-Assyst database.
 
You set up each provider (currently there are more than 27 providers and platforms with more in development) in our software in a few seconds with the same for each policy / investment. For each policy all you need to set up is : provider, type of policy and policy reference number.  You no longer have to find and load fund names / fund codes - our system does it all for you.

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Key Features

  • Comprehensive Client Database
    • Holds each client's fact find information e.g. personal data, policies, incomes / outgoings etc, plus compliance information
    • Administration information to help you run your business, including service type, review cycles
    • Full contact history of actions, reviews and notes
  • Contract Enquiries / Real Time Valuations
    • Automated links to many provider and platform systems for instant real time valuations
    • Full breakdown of funds, unit holdings, unit prices and values
  • Powerful Search / Extract Facilities
    • Search on all fields in database, or any combination of fields
    • Define and 'memorise' your own searches for ease of re-use
  • Letter Production / Mail Merging
    • Admin letters created quickly using Word, same again for the basics for a Suitability Report
    • You can set up your own letter templates based upon our examples
    • Bulk mailshots for whole database, or selected groups of clients 
  • Contact Management
    • All client contact automatically kept in  'contact history - letters, mail merges, emails sent, emails saved, reports created, actions taken
    • Keep detailed notes to fully document your dealings with each client
  • Email Management via Outlook
    • All emails sent / received can be stored in the client's document folder
  • Document Management
    • Letters created for a client are stored automatically in their document folder
    • All reports have the option to be stored in the client document folder
    • You can utilise your current document archive - no need to change your existing procedures
  • Pre-populates various fact find print
    • Our software can pre-populate most network fact finds
    • We can build you a custom fact find in your preferred format that will pre-populate with all client data (extra charge applies)
  • Pipeline Management
    • All pending cases singled out for tracking
    • Define sets of standard tracking actions / tasks that can be simply copied to each new business case
  • Workflow
    • Define steps for your business processes
    • System automatically flags for attention
    • Full audit trail of all actions taken
  • Reviews and Reminders
    • Lists all reviews / reminders using the Action List function
    • Each client can have a regular review cycle at any monthly frequency
    • Each case can have a review cycle (e.g. fixed rate mortgage)
    • Ad-hoc reviews or reminders can be held for each client
    • Supervisor facility to 'assign' actions / reminders to specific people
    • Each person can tailor their reminder list to just their own actions, and advisers can tailor their list to show just the actions of their own clients
    • All reviews / reminders have a full audit trail of actions taken
  • Client Reporting
    • Various valuation reports and schedules
    • Custom built valuation reports available (extra charge applies)
  • Business Reporting
    • New business register automatically produced - NO duplicated data entry
    • KPI reporting - annualised premiums, replacements, cancellations, etc
    • Various administration reports
  • User Access Controls
    • Allows you to control which of your staff can see which clients e.g. an adviser can be restricted to just their own clients
    • Define what actions (read-only, full update, etc.) are allowed for each user
Here are a few examples of screenshots
Please click to view