E*Assist welcomes the opportunity to work with partners that share our vision of providing the most powerful wealth management solution.

Current partners include technology solutions, compliance consultants, clearing firms and service providers.

Some of the more vexing challenges facing wealth management firms today seem to have little in common. Chief Compliance Officers (CCOs) are wrestling with meeting FINRA’s and SEC's many requirements. Chief Operating Officers (CCOs) are trying to improve the efficiency and processes that support reps in the field, and Chief Technology Officers (CTOs) are working to integrate, and improve adoption of, the many disparate solutions that litter reps’ desktop. But these challenges have more in common that may at first be apparent. They all suffer from poor workflow and collaboration between the home office and the reps in the field. The traditional model of relying on hiring low-level support staff and using emails to request action is long overdue for improvement. We all know this, so is there a better way? E*Assist believes there is. Our hub & spoke-based platform incorporates powerful collaboration, workflow and compliance processes at its center, connecting all the home office staff with the reps in the field. We integrate critical 3rd party information including back-office account data, portfolio accounting and account-related forms such as applications and account opening requests. Each client’s system is customized to include that firm’s policies and procedures such as the language used in attestation reports.

With salesforce.com's platform at its heart, E*Assist can store and integrate multiple data and formats.

If your clients are asking for more integration, straight through processing and better utilization by reps/advisors, contact E*Assist to discuss how we could help you succeed.