E*Assist is the most complete and powerful RIA solution on the market today.

Capabilities include:

• Integration with your clearing platform and fund sponsors with NO CHARGE FOR INTEGRATION!
• Powerful CRM based on salesforce.com's renown platform
• Detailed client analytics for sophisticated analysis of your book of business
• Automatic form completion through PDF integration with the client database
• Customized emails to simplify client and prospect communications

Using E*Assist to manage and analyze your client base and overall book of business not only removes technical complexity from your desk, but it also builds into a powerful set of records to help you during your own succession planning. Protect and maximize your businesses' value through EAssist.