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10 déc. 2008 11h32 HE | Source: E*Assist

E*Assist Unveils Survey of Advisor-client Communication Since Market Drop

Inbound Client Call Volumes Multiply After September 30th; Clients Afraid, Angry and Anxious Tech Under-utilized, But in Demand: Advisors Plan Future Investment to...
24 sept. 2008 09h00 HE | Source: E*Assist

E*Assist Provides Panacea to Advisors in Volatile Markets

E*Assist to Showcase Client Monitoring and Communications Capabilities At IMPACT 2008 Heat Maps and Alert Functions Give Advisors and Investors Peace of...
24 juin 2008 09h03 HE | Source: E*Assist

E*Assist Launches Form Generation and Management Solution

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) --...
05 mai 2008 11h10 HE | Source: E*Assist

E*Assist Introduces Compliance Automation Calculator

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...
24 janv. 2008 09h30 HE | Source: E*Assist

E*Assist Unveils Compliance Officer Report Card

-- New Compliance Officer Segmentation Tool Supports Exponential Growth Among Broker-Dealer Firms -- Improves Monitoring, Reporting, and Tracking Capabilities NEW YORK,...