E*Assist is the first complete business workflow platform for the wealth management market, including independent broker dealers (IBDs), registered investment advisors (RIAs) and independent agents.

E*Assist's platform is unique. We automate firm's many workflows including marketing, client servicing and compliance activities. Our powerful collaboration capabilities seamlessly connect home office with the reps and advisors in the office or in the field, allowing each to request, complete and track activities including compliance tasks, client service requests and marketing events without the inherent limitations of email.

Powerful integration hooks ingest data from the many separate systems typically found in firms, including back-office data, portfolio management and email retention capabilities, dramatically easing the access and use of their data.

Wealth managers can focus on building their businesses while the compliance and operating teams can support their growth while demonstrating effective implementation of the firm's policies and procedures.

For more information, please click on any of the capabilities below that interest you and your firm.