Welcome to E*Assist!

E*Assist, LLC is a financial service industry software/service company and in addition a consulting firm. We are dedicated to the sales community and specialize in developing cutting edge, easy-to-use solutions that promote business growth through efficiency, convenience, data analytics, and better time management.

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Our Products

E*Assist Advisor is a customization of SalesForce.com's proven on-demand client relationship management service designed specifically for financial advisers. It provides the essential tools and features to streamline your workload, increase productivity and efficiency while minimizing mundane activities.	E*Assist Transcriber VocalNotepad is a real time, on-the-fly verbal record-keeping service. Voice messages can be recorded both locally and remotely and are immediately attached to your CRM client record in both .wav and text format.

E*Assist Advisor © is a trademark of E*Assist, LLC