Modern brokers and advisory firms juggle multiple systems, which leads to low adoption by the reps & advisors who are often confused by which system does what as well as the many different interfaces to learn. This will reduce the ROI of any technology investment.

E*Assist solves these problems by integrating and customizing each client's solution to match their firms needs. Our low user subscription fee allows E*Assist to make no charge for this consultation and customization!

Examples of services that we provide for no charge include:

• Integrating E*Assist to back-office and 3rd party providers. If we don't have the interface off the shelf, we write it for you for free!
• Managing the overnight data ingestion process and upload into each respective client record
• Customizing compliance processes such as your attestation report
• Automating your internal PDF-based application forms to eliminate NIGO problems
• Automating any process involving people, tasks, approvals and much more

E*Assist puts the client at the heart of your organization. Each client is given a master record, into which E*Assist can integrate back office data, emails, tasks, compliance approvals, new product sales, documents and attached notes and much more besides.

E*Assist becomes your firm's single window into your book of business, allowing reps, advisors and home office staff to easily examine your success at retaining and growing your client base.

As compliance workflows are seamlessly integrated, it becomes a snap for reps and advisors to request approvals for marketing events or variable annuity sales as well as completing attestations. This all helps home offices demonstrate effective implementation of policies and procedures.

Let E*Assist help you remove the complexity!