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| Our Solutions |
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 ASSIRT
Software has developed a comprehensive, yet easy
to use practice management solution for corporations, dealer
groups and financial advisers. The ASSIRT Software
suite of products is setting a precedent in financial planning
solutions, representing the next generation of business platforms
and client management.
ASSIRT Software provides the tools and information
necessary for dealer groups and financial advisers to run
their businesses more efficiently. By transferring the proven
elements of our Planner's Desktop software to the internet,
and adding state-of-the-art online tools and the latest in-depth
and objective content from additional research providers,
we have created an exciting and innovative solution to simplify
work practices and allow you to focus on expanding your business.
ASSIRT Software's unique approach to software development allows
for marketplace involvement resulting in easy to use, relevant
tools and continual expansion of capability.
ASSIRT Software's expert customisation and rebranding
is available at a fraction of the price it would cost your
company to develop independently.
New features and enhancements in latest evolution of the our
poducts include: |
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| Adviser Library |
| Adviser Library remains the powerhouse
of managed funds research. Beyond the capability of researching,
analysing and saving 'baskets' of managed funds, we have enhanced
library with the addition of |
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ASX
listed securities, including ASX codes, price history
and daily prices |
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portfolios,
that can now be created and saved with recommended
weightings and can be shared with other people
in your organisation |
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the status of fund (is it open or closed to new
investment) |
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the ability to conduct a free text search for
a product |
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a
new type of publication, ASSIRT Sector Reports. These
new publications provide analysis of various specialist
managers/funds, focusing on style, performance and outlook. |
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| Planning |
| Our online models and calculators
have been significantly improved, with the introduction of
the following four tools to our existing seven: |
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Centrelink Calculator |
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Gearing Illustrator |
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Mortgage Illustrator |
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Retirement Aims Illustrator
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| And, to reduce data entry, any data
entry entered directly into any of our models, calculators
or client module automatically pre-populate all client information
fields - no need to type in the same data twice. |
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| Portfolio Management |
ASSIRT
Software have introduced the first step in
the move towards total online client administration, Portfolio
Management.
Portfolio helps you effectively service your clients by monitoring
their investment portfolios and maintaining and compare their
asset allocations to pre-set targets. Portfolio includes an
investor balance sheet, which can be manually updated and
an asset register for trusts and equities. Assets supported
include managed funds, equities, superannuation, allocated
pensions, investment loans and home loans, master funds, personal
assets and bank accounts.
Subscribers to Portfolio can consolidate reporting across
multiple tax entities for a client and generate several core
reports, such as valuation, asset allocation, net worth and
variance reports. Portfolio also integrates seamlessly with
ASSIRT Rating Reports and One-Page Descriptions. |
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