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Events and History
PowerAssist Technologies
PowerAssist
Announces New Portfolio Management and Integrated CRM.
April, 2007 Microsoft co-sponsors the release event held
in Toronto introducing the APS Portfolio Manager™ from PowerAssist.
Back office integration for portfolio statements and business
intelligence and linked to the Microsoft CRM 3.0 platform for
unparalleled functionality at both the head office and advisor
desktop!
Call (416) 368-3800 for more information.
Tina
Gremou joins PowerAssist as Account Executive.
January, 2007 Tina is a great addition to the Executive
team at PowerAssist. She is able to leverage her corporate
Benefits and Sales experience to deliver business value solutions to
our current financial and insurance clients and to expand the
PowerAssist CRM product lines into new markets. Tina can be
reached at (416) 368-3800
PowerAssist
earns MICROSOFT ISV SOLUTIONS STATUS.
January, 2007 Software Development certification and
client testimony earns PowerAssist an ISV competency from Microsoft.
PowerAssist specializes in CRM Business Solutions.
PowerAssist
earns MICROSOFT CRM/BUSINESS SOLUTIONS STATUS.
December, 2006 Exam certification and client testimony
earns PowerAssist a business solutions competency from Microsoft.
PowerAssist specializes in CRM Business Solutions.
Employee
Benefits Association Inc (EBAI) Endorses APS Group for MSCRM 3.0
September, 2006 Ted Morrow, President of EBAI see APS Group
and the new standard for Employee Benefits and Client Management
software for
his professional and service minded members. (Read
More and a Quote from Ted Morrow!)
Lesley
Middleton joins PowerAssist as Manager, Communications
August, 2006
Lesley is a welcomed addition to the PowerAssist team as she
brings a wealth of communications experience and CRM expertise from
the financial industry from her time spent at Scotia McLeod, Nesbit
Burns and Raymond James. Lesley can be reached at (416)
368-3800
PowerAssist
invited on the Ontario Trade Mission to Michigan
May, 2006
Introducing PowerAssist to new Partners and Customers
PowerAssist
chosen to develop member solution for LIONS CLUB
April,
2006 A membership and fundraising solution integrated with
online shopping!
PowerAssist
earns MICROSOFT GOLD CERTIFIED PARTNER.
PowerAssist
to Support HOSTED MS CRM LIVE DEMO
SITE Ready for trials.
March,
2006 Your Remote Office from Anywhere (CRM, Exchange,
Outlook, Blackberry)
PowerAssist
Announces APS Group 3.0™ for
MS CRM
December, 2005 PowerAssist is proud to announce the
release of their APS Group solution for Employee Benefits
broker firms built on the Microsoft Dynamics 3.0 platform.
PowerAssist
Support
MS CRM
PowerAssist
WINS AWARD
[
E-Document
Mgmt |
The
CRM Plan |
Testimonials
|
Case
Studies ]
ARCHIVE
2005
| 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" |
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What's
New 2003
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