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| ASSIRT Desktop Software |
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 ASSIRT
Software is continuing to support and develop
our desktop software - the ASSIRT Desktop. This sophisticated
software integrates with the ASSIRT
Software internet platform via the one-click
download system. Together the desktop and the platform provide
financial advisers and dealer groups one of most technologically
advanced solutions available today.
Products currently on offer
include:
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| ASSIRT
Desktop |
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 The
ASSIRT Desktop includes:
ASSIRT Client Manager,
which allows advisers to accurately collect and record essential
data that integrates with planning and modelling tools to
save valuable time as well as demonstrate the first rule of
financial planning, "know your client".
ASSIRT Client Manager enables advisers to gather client information
and build a powerful source of client data, including personal
client details, consolidated reporting, client portfolio and
financial details, client file notes, and marketing information.
ASSIRT Client Manager stores the financial situation of an
investor. Assets and liabilities, income and expenses, risk
insurance and current investments all contribute towards building
a comprehensive record of financial information enabling you
to better serve your clients.
ASSIRT Planning, which
can create a plan quickly that aids with compliance, looks
professional, assists in the selling process and demonstrates
all the necessary aspects of a financial plan constructed
to FPA standard.
ASSIRT Planning enables an adviser to collect and enter client
data, determine risk profiles, allocate assets, demonstrate,
compare and project strategy, select products, implement the
plan, perform advanced reporting and marketing and review
the client's portfolio.
Click here for further information and a demonstration
of the ASSIRT desktop. |
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| ASSIRT
Researcher |
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ASSIRT Researcher provides
access to the latest research tools and ASSIRT's vast research
power in a combination of hard and soft copy formats. It provides
analysis and commentary on over 3,000 Australian Managed Funds,
600 wholesale products and 500 ASSIRT and Stock Exchange Indices,
which can be updated daily.
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.
Click
here for further information and a demonstration of ASSIRT
Researcher. |
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| ASSIRT
Models |
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| ASSIRT Models, which
provide a competitive edge to an adviser through its ability
to clearly demonstrate, calculate and project all aspects
of the financial planning process. Using a simple interface
and powerful graphics, ASSIRT Models can manage a variety
of different scenarios illustrating to the investor how to
accumulate wealth and achieve financial independence. |
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