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- Retrieve a client's record with integrated performance data. Analyze your book of business using advanced dashboards and heatmaps. Complete your compliance requirements with the least interruption to your busy schedule.
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- Select groups of clients or prospects to receive your email. Several clicks later you can send a customized email to hundreds of contacts
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- Quickly capture your client's check details in E*Assist. Includes retrieving an existing client's master record, entering a new mutual fund sale with the associated check details plus scanning the check and attaching it for retrieval at any time in the future.
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- Analyze your clients' cash on hand. Allows you to quickly see any excess cash that you can then use with your client to reinvest.
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