ASSIRT
Software continues to develop leading financial planning
solutions. As information about our latest developments becomes
available, we will endeavour to pass relevant details on to
our clients.
ASSIRT Deskop version 8.3
Enhancement items in scope for
delivery are as follows:
New functionality to allow for
rebate on commission to the investor on the eCASH/Account.
Changes to eWRAP fees screen
to allow advisers to enter the three Ongoing Adviser Fee
percentages, making ASSIRT Desktop adhere more closely
to the eWRAP PDS.
Consolidation of the Entry and
Ongoing Fee disclosures for a Master Fund into one row
within the Statement of Advice (SoA) and Client Review
Reports (CRR's).
Introduction of the ASGARD Term
Allocated Pension (Master Trust only.) The standard ASGARD
Master Trust forms the building blocks for the implementation
of varying other versions of the TAP product types which
will be delivered in a later release.
Complying Income Stream Changes
For futher information regarding the
latest release of ASSIRT Desktop see Features
in Scope