PowerAssist has a long history of client satisfaction and field experience delivering VALUE. 



Compliance. PowerAssist wins award for their compliance manager software solution.

Systems Integration. PowerAssist develops tool to synchronize CRM and a member management database for Lions.

APS Solutions™ PowerAssist develops specialty solutions built on the MS CRM platform. 

Solutions You can Trust PowerAssist develops on the Microsoft .NET and CRM platform.  PowerAssist has successfully completed many certifications and demonstrated ability in the field.


CRM Certified
Business Solutions CRM Certified
Software Development Certified


 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.

March, 2006 

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

November, 2005      Announcement

PowerAssist WINS AWARD

November, 2005      Announcement

 

 [ 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"
   

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

 
Copyright © 2005 PowerAssist Technologies Inc.. All Rights Reserved | Privacy Policy