E*Assist is an integrated operational system that delivers an innovative, single-application turnkey solution to financial advisors. E*Assist is built on the Force.com platform, benefiting from salesforce.com’s trusted global service infrastructure, which currently supports 1.1 million users across 51,000 organizations around the world. Our open architecture platform can integrate virtually any existing technology, including CRM; client, compliance and back office management, as well as data aggregation. We recently surpassed the $2 billion mark in assets under integration on our platform. E*Assist serves broker/dealers, Registered Investment Advisors, money managers and custodians.

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Financial Integration explained.... more

Read Dan Young's (ex-CEO of NYLIFE securities and NFP) mini white paper on compliance outsourcing and automation.... more

Joel Bruckenstein reviews E*Assist's integrated operating platform... more

Sydney LeBlanc reviews E*Assist - "You want integration?".... more

Need a paperless office?... more

User quote: ".. E*Assist .. is generations ahead of every other company we reviewed....more

User quote: “E*Assist has turned us into super brokers." ...more

User quote: "..working with E*Assist, new business has picked up by 25% annually and efficiency has doubled"... more

E*Assist offers the most comprehensive financial data integration into salesforce.com's CRM. We seamlessly integrate with best-of-breed data and service providers including custodians, clearing firms, data aggregators, portfolio measurement and financial planning tools. Investor specific financial data is merged within their CRM master record. We are currently working on ingesting over 50 million data points a day into saleforce,com - the most amount of financial data ever ingested into any CRM on a daily basis. E*Assist provides the advisor with one place to find any information on their client - in that client's record! This simple & intuitive approach makes the advisor's life easier and improves your CRM's return on investment.

Wealth managers can focus on building their businesses while the compliance and operating teams can support their growth while demonstrating effective implementation of the firm's policies and procedures.