E*Assist seamlessly integrates and ingests services and data such as portfolio measurement, trade analytics and email retention, linking investor specific data with their E*Assist master record. This provides the rep and advisor with one place to find any information on their client - in that client's record! This simple intuitive approach makes the reps/advisors' lives easier and improves your ROI.

We do not charge set up or integration fees to link E*Assist to 3rd party data and service providers. Our library of existing interfaces is growing rapidly and is available to all clients. New interfaces are added at client request and usually take a few weeks to configure.

Call us today to discuss your specific integration needs.