CRMs like ACT and Goldmine have inherent limitations - limited security, no way to limit data exporting, no automatic backup in the event of a PC crash, limited customization, no client portfolio and performance data.

In today's demanding and compliance-focused world (such as Regulation S-P), brokers, reps and advisors need more sophisticated client data management tools.

E*Assist can eliminate all of these limitations for you through the most powerful online, browser-based CRM based on the salesforce.com platform, which is used by over 1,000,000 users including Merrill, Citibank and TD Ameritrade.

E*Assist is a salesforce OEM and AppExchange partner and we have enhanced and customized salesforce.com for the financial services marketplace.

Now you can benefit from:

• A highly secure client database accessible by approved personnel only!
• 24/7 access - anywhere
• Full client data capture - everything that you know about your client can be captured including details, documents, emails, performance data and much more
• Secure, and limited, data export should your rep or advisor change firms/brokers
• Daily investment performance integrated from your backoffice into each client record
• Dashboards to allow you to see which of your clients are hitting key triggers such as performance dips
• Sophisticated alerts and triggers
• Compliance workflows such as requests for checks, variable annuity sales and much more
• Low monthly fees with no hardware or software to purchase or maintain

Implementation can take only days. Call us today!