E*Assist Unveils Survey of Advisor-client Communication Since Market Drop
December 10, 2008 11:32 ET | E*Assist
Inbound Client Call Volumes Multiply After September 30th; Clients Afraid, Angry and Anxious Tech Under-utilized, But in Demand: Advisors Plan Future Investment to...
E*Assist Provides Panacea to Advisors in Volatile Markets
September 24, 2008 09:00 ET | E*Assist
E*Assist to Showcase Client Monitoring and Communications Capabilities At IMPACT 2008 Heat Maps and Alert Functions Give Advisors and Investors Peace of...
E*Assist Launches Form Generation and Management Solution
June 24, 2008 09:03 ET | E*Assist
New State-of-the-Art Form Filling and Filing Tools Deliver Efficiency and Convenience to Registered Reps and Broker-Dealer Firms NEW YORK, June 24, 2008 (PRIME NEWSWIRE) --...
E*Assist Introduces Compliance Automation Calculator
May 05, 2008 11:10 ET | E*Assist
NEW YORK, May 5, 2008 (PRIME NEWSWIRE) -- E*Assist, a provider of business growth and compliance management solutions for the financial advisor community, announced today the availability of an online...
E*Assist Unveils Compliance Officer Report Card
January 24, 2008 09:30 ET | E*Assist
-- New Compliance Officer Segmentation Tool Supports Exponential Growth Among Broker-Dealer Firms -- Improves Monitoring, Reporting, and Tracking Capabilities NEW YORK,...