Typical Client Profile

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  Broker  
 

You are successful (min: $30 million in assets) and you pride yourself on providing premium service to your clients. 

That service is now harder to provide & manage. You have a team or you are a branch manager, VP or CEO and have grown, and need to ensure control of your day-to-day activity. You are committed to success and continuous improvement...but you need a plan / your plan to be implemented.  FREE ATX 2005 Download

 
  Corporate (Fundco, Hedge, Dealer, MGA, AGA: 20 - 250 emp. 20 - 1000 reps)  
 

Need a unified platform for CRM, e-Document mgmt, or Insurance Back office systems. You are interested in leveraging the benefits of today's technology with a firm that you can trust.  Your solution needs to be flexible, yet you want to benefit from  packaged/ proven technology solutions.    (see also  CRM implementation)

 
 

 

PowerAssist has bridged 

the implementation gap between Process and Technology

 
 
     
 

For an implemented proven solution call,

(877) 769-3769

(416) 949-3769