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Coming Soon
 
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
 
For further information or to arrange a demonstration feel free to contact us at support@assirtsoftware.com.au.

 

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