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| Organisational Benefits |
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| Financial Advisers |
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It is estimated that financial
advisers spend less that 25 per cent of their time 'face to
face' with their clients. Most advisers devote the largest
part of their hours to day-to-day to business management,
education, compliance, administration, plan preparation and
developing effective marketing strategies. ASSIRT Software wants
to put advisers back in front of their clients.
ASSIRT Software has been designed to maximise adviser/client
interaction. Our unique 'whole of wealth' management solution
enables advisers to meet several key goals, including:
Improved client relationships
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Time savings that result in
higher quality plans and lower costs for you and your
office. Fees will be substantiated through well researched
and presented plans. |
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More resources freed for revenue
generation and business growth. Your clients will achieve
their goals and you will have more time to achieve yours. |
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Automated transaction reporting
for clients and business management purposes, reflecting
your professionalism. |
Powerful plan creation
and tools
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ASSIRT Software has
been designed by advisers, for advisers. Intuitive functionality
follows the financial planning process and streamlines
data gathering from your clients. |
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Meticulous research is available
to underpin all strategies undertaken, further validating
client fees and your professional standing with your
clients. |
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Portfolio construction advice
and tools are readily available. Telephone and on-site
support is also available. |
Efficient marketing campaigns
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You are able to 'mine' your
database using a number of different fields, finding
the clients you need to find and tailor your marketing
to their needs. |
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Portfolio values updated on
demand. |
Reduced compliance costs
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Due diligence and compliance
reporting are inbuilt to save you time and provide peace
of mind. |
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Audit management is automated,
again resulting in timely and respected research. |
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You can cover more products
in more detail than your competitors to justify your
fees and construct solid portfolios for your clients. |
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Your strategies are supported
with up-to-the-minute research that is comprehensive
and highly presentable. |
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