Assyst Software for Financial Advisers @AssystSoftware
A cost effective suite of client management software for Financial Advisers. Get the #AssystAdvantage assyst-software.com United Kingdom Joined May 2021-
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Happy New Year to our Assyst customers and their families. We have big plans for this year, so stay tuned... Here's to a fabulously successful 2023! #paraplanner #financialplanning #pension
2/2 client-Assyst can help lighten the load by reducing repetitive tasks with easy access to client records and interactions. Perhaps client-Assyst can help you too? assyst-software.co.uk #paraplanner #paraplanners #financialadvisor #compliance
1/2 The role of an IFA seems to be ever-more complex these days, doesn't it? Compliance, GDPR, Treating Customers Fairly, and now Consumer Duty! assyst-software.co.uk #paraplanner #paraplanners #financialadvisor #compliance
People love Assyst software! Read about our recent customer - Severnside Financial Planning & Wealth Management - and why they chose Assyst over the competition. assyst-software.com/case-study---s… #Paraplanners #financialadvisors #wealthmanagement #financialplanning #Paraplanner #pensions
Is there ever a quiet time these days? This could be as good as any. Why not improve your business processes? If any IFA is frustrated with their Client Management system, help is at hand and it is very affordable. assyst-software.com #financialadvisors #paraplanner
2/2 If you are an Assyst customer, this is not a problem. See how we are supporting IFAs and Paraplanners to send & receive documents with full security assyst-software.com/assyst-client-… #security #gdpr #paraplanner #paraplanning #ifas #financialadvisor
1/2 Did somebody say 'Secure Client Portal'? Data breaches and GDPR issues can have a negative impact on any business, but for an IFA it can be catastrophic.
For anyone in need of some motivation - try our latest Blog! assyst-software.com/motivation #paraplanner #financialadvisor #financefreedom #AssystAdvantage #MotivationMonday
Do you remember when you joined Twitter? We do! #MyTwitterAnniversary
If any Financial Advice Professional is frustrated with their current Client Management system, help is at hand and it is very affordable. assyst-software.com - There is a better way! #financialadvisor #paraplanner #AssystAdvantage
Who looks out for the little guy? Great question! The answer is in our Blog assyst-software.com/who-looks-out-… [email protected] and get the #AssystAdvantage today! #financialadvisor
Recently, one of our customers told us that client-Assyst was 'the best-kept secret in our industry'. A powerful statement and a wonderful validation of how we help IFA professionals every day. Want to know more? Why not visit us at assyst-software.com #financialadvisor
A Marathon, or a Sprint? Read on to find out... assyst-software.com/newpage35bbabcb #AssystAdvantage
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