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| ASSIRT Desktop Software |
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 ASSIRT
Software offers financial advisers and their dealers
a one-stop-shop for client servicing, business management,
financial modelling, research and reporting. The Desktop software
is easy to use, yet it also allows you to increase the influence
you have with your clients, improve efficiencies in your business
and assist with compliance issues.
Combined, ASSIRT Software and website, gives you
time saving features such as being able to receive product
data online and revalue portfolios remotely. The website is
also be continually updated, ensuring you have a path to the
future.
ASSIRT Software supports over 3,000 managed funds
and direct equities and is the first in Australia to support
eleven concurrent masterfunds, totalling 18 distinctive investment
services.
The software was developed in consultation with over 40 financial
planning firms and institutions across Australia and has been
built to be easy to use with the flexibility and power to
enable you to work the way you want to work. |
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| ASSIRT
Software integrates with Microsoft Outlook
email, calendar and task management and enables you to: |
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store complete financial situations
of investors, |
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view client alerts and business
key performance indicators on your screen, as they happen, |
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export clients records and
plans to other offices or between your desktop and your
laptop, |
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include your own branding
and layout to all financial reports and client review
reports, |
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automatically update your
products and revalue portfolios across the web using
the download scheduler, |
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access up-to-the-minute profile
reports on all ASSIRT Research Investment Grade Funds,
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import from third-party data
providers, such as Investment Link. |
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| The software also includes features
that enable dealer groups to: |
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efficiently record and report
on fund manager brokerage, |
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allow dealer groups to create
and distribute preferred lists, pre-set financial plans
and client review templates to advisers and other users,
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aggregate business at branch,
regional and national levels. |
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| Paraplanning teams will see productivity
improved as a result of the software's ability to: |
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automatically import electronic
workbooks and update the database, |
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set pre-defined financial plans
and execute them across client records, and |
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share client data and plans
between head office and the adviser in the field. |
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| To find out more about the ASSIRT
Software, call our Customer Support Centre
on 1800 066 839,
or email support@assirtsoftware.com.au. |
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| ASSIRT Researcher |
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ASSIRT Researcher provides
analyses and commentary on over 3,000 Australian managed
funds, 600 wholesale products and 500 ASSIRT and Australian
Stock Exchange Indices. Sourced via direct-data feeds
from fund managers across Australia, ASSIRT Researcher
provides exceptional accuracy and relevance. Investigate
and compare fund details, fees, unit prices, size and
volatility information in both graphic and in tabular
formats, or create your own preferred lists and export
these to your staff for analysis or implementation.
ASSIRT's Researcher database comprises one-page profiles
on each product and fund manager reports written by
the ASSIRT Researcher team. These profiles and reports
serve as a straightforward and independent guide that
enables the assessment of investment managers' capabilities
and the likelihood of specific investments meeting stated
objectives.
ASSIRT Researcher rates over 600 funds and 30 managers
within the Australian managed funds realm - more than
any other provider. ASSIRT Researcher information is
updated daily on the ASSIRT Software website.
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