ASSIRT’s Desktop software just one click away

Software financial planning software dealer groups

29 April 1999
| By John Wilkinson |

The latest version of ASSIRT Desktop financial planning software will be available from the middle of May, software manager Mark Perica announced at a briefing in Melbourne last week.

The new software, version six, now uses Internet principles such as click navigation to help advisers create plans and manage information for their clients.

"We have been building up this new version for three years. We had designed better software, but it was difficult to use," Perica says.

ASSIRT took the software to 30 planning firms and noted their comments.

"We saw that to get anywhere on the Internet took only one click. We wanted to put the best of the Internet on the ASSIRT Desktop software."

The home page looks identical to an Internet page with a toolbar across the top of the screen.

The page has been customised to include the planner's name and logo rather than that of ASSIRT. Perica says the page originally had strong ASSIRT branding but this was toned down at the request of the dealer groups who took part in the early trials.

"We have made it easier to use," Perica says. "The first screen a planner calls up has the information that will deal with 80 per cent of client questions."

"We have also put in long screens which require the user to scroll down. Again this idea has been lifted from the Internet."

In addition to the changes in presentation style and some new tools, ASSIRT Desktop still has access to research reports and the library on historical product data.

As well as calendar servicing prompts, the new version has also introduced event prompting which will enable the planner to be more proactive.

Updates to version six of the software will continue this year, Perica says. The third quarter of this year will see access to any master fund in addition to ASSIRT's.

Later this year the software will consolidate information from multi-site operations as well as bring adviserNET and the Internet closer.

Perica says the new ASSIRT Desktop has been designed to support service-orientated workplaces. He expects this version to be current for the next three years before a major redesign is required.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 3 weeks ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

1 week 2 days ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

4 weeks 1 day ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 1 day ago