The First Ever Client-Initiated
Mobile CRM Solution

Introduction to Assistagram

Assistagram is an exciting and groundbreaking new tool for professionals looking to set themselves apart from their peers. In today’s increasingly competitive market, the ability to differentiate yourself and deliver unique and personalized service can be of vital importance in getting a leg up on the competition. Assistagram is specifically designed for agents, wealth managers, independent advisors and personal assistants. It will help you keep your clients engaged and place you at the center of their personal and financial lives. It will revolutionize your business by helping you offer an unparalleled level of service, increasing your clients’ satisfaction and maximizing their loyalty.

Assistagram is the first ever client-initiated mobile CRM solution. It facilitates client communication by allowing them to request tasks and make specific service inquiries. Clients can conveniently view all of their assets and liabilities, as well as gain access to all of their bank and investment accounts in one easy-to-use mobile site. Advisors have access to their own, personal dashboard where they can send clients private notifications, including invoices and payment authorization requests (LOAs), account statements and tax returns all via a secure and mobile format.

Assistagram saves you time and money by streamlining your work process and giving your clients access to one, centralized communication tool. This tool enables you to combine the various fragmented technologies that you already use into an exclusive, uniform experience. Assistagram delivers all of the data that a client could want directly to them at any time, via their mobile devices. Your clients will have peace of mind knowing that they can turn to and rely on you at their convenience.

Client Engagement

Further pushing the envelope on innovation, Assistagram is made to be mobile, which allows for your clients to constantly have access to your services. Assistagram connects you to your clients and allows you to address any of their requests instantly whether you are in the office, at home or on the go. Due to the advancement of technology, we live in a society that thrives on instant gratification. Assistagram’s notification system allows for immediate, interactive and personal communication.

It is not uncommon for people to have multiple email accounts. These email accounts are often flooded with various spam and junk, creating lots of clutter that you must compete with when attempting to communicate with a client via email. Assistagram avoids this competition by using text notifications. Studies have shown that more than 97% of text messages are read within minutes of receipt. This immediate communication is the key to effective and efficient client satisfaction and referrals.


Pittsburgh, PA

"I’m so happy with my advisor’s ability to deliver quick service through Assistagram! I ask him for anything and he responds almost immediately."

Unparalleled service

What truly sets Assistagram apart from any other product is its design geared towards client service. In today’s competitive landscape, with a healthy number of alternatives that a client can turn to, client retention is one of the most important factors for success; and the key to client retention is exceptional service.

Clients are able to:

  • Access their personal asset/account aggregation software
  • Link directly to their bank accounts (real-time account access)
  • Request banking information and transactions
  • Initiate personal task requests
  • Review and sign contracts
  • Authorize money and asset movement
  • Review federal and state tax returns
  • View insurance policies
  • Review invoices and authorize payments
  • And much more!

Assistagram allows for a comprehensive and personalized client experience like no other!

Your clients can request their application in either Spanish or English; whichever is easier for them, and it works with any phone too!

Branding & Marketing

Assistagram is an entirely customizable, communication tool designed to transform your client relationships. Through Assistagram, clients can have access to their multiple financial sites without having to leave your app.

By having your company or team logo prominently displayed on the home page of the app, you will differentiate yourself from the rest. In an era of fierce competition, it is imperative to increase the value of your brand in order to survive in an increasingly dynamic marketplace.

Without leaving your app, clients can have direct online access to any of their bank accounts. They simply select "My Accounts" and choose the bank of their choice without having to search for a web address or any other link.

Through Assistagram, you will also be able to send personalized notifications to your clients regarding any service needs. From LOAs to sign, to tax returns for review, to account statements of their choice. You can even send them your monthly newsletter directly to their phone; now that’s efficient marketing!

It’s about service. It’s about security. It’s about branding yourself.

Secure Communication

With Assistagram, all client communication is fast, reliable and fully secure. Assistagram allows you to send large PDF files such as bank statements, tax returns, real estate contracts and insurance policies in a safe and secure format. At Assistagram, the trust placed in us is paramount. This is why we invest in the maximum level of online security available to protect you and your clients. By using Extended Validation (EV) SSL certificates, we provide our clients with the highest industry standard for authentication, ensuring that your clients’ information is safe. This the same security standard used by the world’s largest banks. By using Assistagram, you and your clients can do business simply and securely.

When you send your clients notifications, they receive a text message alerting them to open your app to view it. The client then logs into your branded, Assistagram site, where they are able to securely view, edit and send files to their advisor. Using the highest, military-level encryption, you can rest assured knowing that Assistagram keeps all communication extremely confidential.


Chicago, IL

"I feel secure when I receive information from my advisor through Assistagram. Nowadays you never know who’s looking at your e-mail or texts"

License includes:

  • Advisor Dashboard
  • Unlimited number of clients
  • Unlimited number of notifications
  • Unlimited document archiving
  • Branded client mobile app
  • Branded advisor’s demo video
  • Secure SSL encryption
  • Webinar and live training