What's New 2005    [ E-Document Mgmt |My Remote Office | News  | The CRM Plan | Testimonials  | Case Studies ]

 

November PowerAssist Wins Technology Award at the Canadian Investment Awards gala in Toronto, Canada for their workflow automation compliance solution for Abria Funds.
September PowerAssist introduces SKYLIGHT SOFTWARE.  The answer to the problem of managing risk and insurance for Property Managers and Owners
June PowerAssist joins and presents PAPERLESS solutions to financial industry "AdvisorTech Expo 2005" organized by Investment Executive. (June 9, 2005) www.investmentexecutive.com/atx 
May PowerAssist deploys the "PowerAssist Remote Assistance" client service program allowing support desk personnel to connect directly to end-user desktops for immediate support and remote training.
May PowerAssist designs paperless expense management solution "ExpenseExpress" providing a paperless method of expense submission, processing, tracking and reporting.
April PowerAssist designs and implements E-Document management tool, Document Director with SQL CRMs including Maximizer Enterprise for SQL
March PowerAssist designs and implements Document Director at fundco.  Affordable and effective control for e-document mgmt auto-naming, storing, retrieving, editing and reporting.
February  PowerAssist develops XML forms processor to manage and process any electronic form and integrated with MS SQL 
January PowerAssist chosen to join implement PAPERLESS solution for Abria Alternative Investments to better manage compliance and fulfillment process. 

 


What's New 2004

 

November PowerAssist designs and releases Campaign List Manager and associated automated email campaign management solution.
August Second release of AIMS:MGA includes email integration.
May PowerAssist to receive Morningstar Data in their automation software solution APS Portfolio Manager
April PowerAssist chosen to join the www.advisortechsolutions.com alliance network
March PowerAssist Launches APS OnLine (My Remote Office $99)
February Maximizer Enterprise 8.0 includes new task automation and management
January

PowerAssist Launches "AIMS MGA"

   

 


What's New 2003

 

December PowerAssist launches APS Portfolio Manager for the Financial Industry
November PowerAssist launches AIMS software for the Insurance Industry
October

PowerAssist launches their software for Employee Benefits APS Group  (An AdvisorPower Solution) (PDF)

September

Angela Chartrand joins PowerAssist as Manager Strategic Relations/Account Managerment

July

Brady Financial recommends Employee Benefits Module

June

Maximizer wins another industry award in CRM.

May

See our ad in the Advisor's Edge Market Place (PDF)

Link: http://www.power-assist.com/Partners/advisors_edge_may03.htm 

 

January

PowerAssist announces launch of The AdvisorPower Solution tm


2002 What's New

 

December

PowerAssist releases an integrated Invoice Module for Fee Based Advisory Services.

November

PowerAssist rolls out Insurance Module for Policy and Commission Management; a true CRM Solution. 

September

PowerAssist provides "Goldmine Tabs" for Maximizer Enterprise users;  have the best of both worlds.

July

PowerAssist develops Java application for FundNET data for integration of portfolio data into Maximizer Enterprise.

March

Advisor Impact recommends PowerAssist and offers TIPS on how to get started! (link)

February

CAFP announces strategic partnership with PowerAssist. (link)

February

Investment Executive names PowerAssist  "Software for 2002 ..." PDF

February

PowerAssist offers 30% discount for clients and recommends the new Maximizer Enterprise 7.0!

 


2001 What's New

 

December

PowerAssist automates insurance premium tracking process using .NET

September

PowerAssist Launches New PowerLink Products  Another APM breakthrough

August

PowerAssist is a proud sponsor of the Burlington Chamber GALA!

May

See our new brochure (Brochure 450K PDF)

April

Investment Executive (part 2) Choosing the right CRM w/ PowerAssist PDF

March

Investment Executive: Reduce RRSP Frenzy with PowerAssist PDF

 


2000 What's New

 

Nov 1  

Announcing the  Spectrum/PowerAssist (seminar is now over) CRM 2000 Seminar

July

Investment Executive Accessor Provides Platinum Service! PDF

May

PowerAssist and Duncan MacPherson & Associates...announce alliance. <PDF>

May

Maximizer Enterprise 2000  Order here!

May

Dundee Securities...See what they have to say on the PowerPartners page!

"The PowerPartners..."...Important alliances and referrals that bring value to you.

 


1999 What's New

 

March

BellCharts Announcement...Another company alliance bringing you value!.

January 22, 1999

PowerAssist Incorporated

 


1998 What's New

 

May

One Button Intelligence... Another Custom Solution from PowerAssist Technologies.

April

Planners.  See how we can help you...   Accessor™ Portfolio Manager