Assyst Software provides cost-effective desktop and cloud-based practice management software tailored for Independent Financial Advisers (IFAs).

With a trusted desktop solution supporting advisers since 1996, we extended our expertise to the cloud in 2025 with the launch of Wealth Assyst Practice Management Software — giving IFAs the flexibility to choose the platform that best fits their business.

Key Highlights:

Desktop & Cloud Options – Proven desktop stability or modern cloud convenience.

Comprehensive Functionality – Client data, workflows, compliance, reporting, and integrations all in one.

Easy & Practical – Built for advisers, not IT teams.

Affordable – Full functionality at a cost-effective price.

Friendly Support – Approachable and responsive whenever you need us.

Whether you run your practice on desktop or cloud, Assyst makes practice management simple, complete, and affordable.

Contact us today and discover the Assyst Advantage.

Assyst Software

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Assyst Software

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