Applications

Software Solutions

Tickit for Compliance, Corporate Governance and Risk Management

You clearly have all of your FSR compliance documentation in place and using your in-house QA processes, you are managing these processes. Tickit is a software tool that may enable you to do this more readily.

Tickit assists to reinforce a culture of Compliance, Risk Management and Corporate Governance. Tickit is undoubtedly the leading offering to achieve this, and the relationship being progressed with CCH will strengthen this leadership position even further. Sagacity has enhanced Tickit with a library of Obligations specifically designed to assist you to manage compliance under AS4360.

Tickit is used by clients as diverse as MerrillLynch, Allianz, Gandels, Orix, Suncorp etc as well as smaller organisations on our ASP.

Tickit Pricing

Tickit is priced in 2 parts. The Power User is charged at about $200 per user per month. The Business (Casual) user is charged on a sliding scale from $70 pupm to $15 pupm on volume. In a single firm, there would always be a Power User.

You may choose to have, say, 2 Power Users and have all the other users as Business users.

RightPath/Financial DNA for improved business relationships

This tool enables you to better understand business contacts be they employer, employee, supplier or customer. RightPath/Financial DNA takes a client through a process to uncover the client’s behavioural preferences.

Financial DNA has been validated with over 40,000 participants.

RightPath/Financial DNA Pricing

Financial DNA is priced in modules that progressively become more enlightening. Prices range from $80 to $400 per report. Group volume discounts are available.

My Profit Manager as your Profitability Management System

This powerful, inexpensive tool assists you to evaluate how you are performing in both a financial and a non-financial sense, and quickly highlights areas of improvement. Every business has its Operational systems and its Financial systems. MPM becomes your Profitability system.

We can arrange to send you a demonstration pack of the generic version of MPM for review by you or one of your team.

MPM Pricing

MPM for a single user (such as your clients.) is $495.00 MBM (for use by a multi-client practice) is $1100. Group discounts are available.

ClientComm to improve Client Communications Effectiveness

This product brings together professionally written content with a sophisticated deployment tool to enable tailored communications to be delivered to your advisers and the clients of your advisers with attribution to your own team. Not only is this accomplished at a particularly effective price, but you are also able to track who has read the material, what they read, and to whom they may have forwarded the content.

ClientComm can also include a client survey tool, administered from inside ClientComm. In this way, you are more readily able to administer your regular survey, and consistently compare the results over time.

We can arrange an example of how your newsletter may appear.

ClientComm Pricing

Depending on the number of editions per year, CientComm is between $3,800 and $4,800 per annum, including content. Group discounts are available.

Quattro to fully integrate your business processes

Quattro is a fully integrated solution for any business and is currently being installed in Sydney in a number of mid-sized businesses.

The implementation methodology generally used for Quattro is to enhance existing Quattro process templates for all client business processes and once these are clearly established, to implement simple, readily understandable user interfaces to reduce workload and improve management flow and controls.

In the technical environment of today’s typical rganisation, you will have a number of essential software products. However, you may not have quite what you want, and may feel unwillingly beholden to the provider of the software.

To handle the transition from where you have to be today to where you want to be tomorrow, you could work with us to further document your processes, develop or refine existing templates, start the Quattro installation process, and then “attach” any unique applications to Quattro. In this way, you can undertake your transition program with little disruption and minimal risk.

Quattro Pricing

Quattro is priced at about $50 per user per month.

Super-Tracker for powerful systems integration

Super Tracker won the Yellow Pages award for Technical Innovation last year, and holds the first ever Australian Innovation patent. It is founded on a very powerful database management product. Citibank used the Super Tracker engine to develop its Equity Research Database Platform which is intended to be deployed to several thousand concurrent users across more than 50 locations worldwide.

Yet Super-Tracker is also used by many quite small organisations. Sagacity has enhanced Super-Tracker in the area of Advisory Sales and Revenue Management as well as the very important area of Client profiling.

Utilising Super-Tracker, you could continue with the existing application product strategy you have in place today and use the very powerful and flexible Super-Tracker product to “feed” the applications into a common database and user interface.

Super-Tracker Pricing

Super Tracker is $3 per concurrent user per day.

PolicyMatterto ensure staff are up-to-date with policies

The intention of PolicyMatter is to 'serve' policies and corporate communications to people at predetermined times, to record their acknowledgement, and comprehension. PolicyMatter systemizes the process of corporate communication. It has other interfaces that allow you to load your policies, and gain relevant reports.

Why use PolicyMatter?

Increasingly stringent, more complex and sophisticated management and information requirements exist within the workplace. It is no longer acceptable to rely on the mere existence of a policy manual in either paper form or on an intranet. Most businesses are required to prove at some time that they have adequately communicated their policies. Greater benefits flow to those organisations that are aware not only that a policy has been distributed but it has been comprehended by its employees or contractors. Compliance to this level is however costly, especially with constantly changing regulatory environments.

PolicyMatter cuts the cost of this compliance, by:

automatically presenting policies and reminders;
utilising the considerable investment that corporations have in their own policies;
automatically tracking responses and comprehension;
allowing employees to affirm their acceptances at times that suit them (within reason);
ensure that employees are presented with policies when content is changed so that currency is maintained;
reducing the enormous administrative burden of organising training, testing, and collation of responses etc; and
simply implementing a best practice methodology across all business units

PolicyMatter Pricing

Policy Matter ranges from $15 to $10 per user per month depending on volume.

OTHER

To support these outstanding products, Sagacity also supplies and supports a selected range of other general products in the area of Accounting, Web Development, eCommerce, Corporate Policy Management.

Hardware and software products from all leading suppliers such as Microsoft, Citrix, IBM, HP, Acer, Novell and Borland are supplied through Sagacity.

Telecommunications products, Application Service Provider and Private Network offerings, firewalls, anti-virus protection and other unique IT facilities are also supplied through Sagacity.

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Tickit is a software tool that may enable you to do this more readily. Tickit assists to reinforce a culture of Compliance, Risk Management and Corporate Governance. Tickit is undoubtedly the leading offering to achieve this, and the relationship being progressed with CCH will strengthen this leadership position even further. Sagacity has enhanced Tickit with a library of Obligations specifically designed to assist you to manage compliance under AS4360. Tickit is used by clients as diverse as MerrillLynch, Allianz, Gandels, Orix, Suncorp etc as well as smaller organisations on our ASP. Tickit Pricing Tickit is priced in 2 parts. The Power User is charged at about $200 per user per month. The Business (Casual) user is charged on a sliding scale from $70 pupm to $15 pupm on volume. In a single firm, there would always be a Power User. You may choose to have, say, 2 Power Users and have all the other users as Business users. RightPath/Financial DNA for improved business relationships This tool enables you to better understand business contacts be they employer, employee, supplier or customer. RightPath/Financial DNA takes a client through a process to uncover the client’s behavioural preferences. Financial DNA has been validated with over 40,000 participants. RightPath/Financial DNA Pricing Financial DNA is priced in modules that progressively become more enlightening. Prices range from $80 to $400 per report. Group volume discounts are available. My Profit Manager as your Profitability Management System This powerful, inexpensive tool assists you to evaluate how you are performing in both a financial and a non-financial sense, and quickly highlights areas of improvement. Every business has its Operational systems and its Financial systems. MPM becomes your Profitability system. We can arrange to send you a demonstration pack of the generic version of MPM for review by you or one of your team. MPM Pricing MPM for a single user (such as your clients.) is $495.00 MBM (for use by a multi-client practice) is $1100. Group discounts are available. ClientComm to improve Client Communications Effectiveness This product brings together professionally written content with a sophisticated deployment tool to enable tailored communications to be delivered to your advisers and the clients of your advisers with attribution to your own team. Not only is this accomplished at a particularly effective price, but you are also able to track who has read the material, what they read, and to whom they may have forwarded the content. ClientComm can also include a client survey tool, administered from inside ClientComm. In this way, you are more readily able to administer your regular survey, and consistently compare the results over time. We can arrange an example of how your newsletter may appear. ClientComm Pricing Depending on the number of editions per year, CientComm is between $3,800 and $4,800 per annum, including content. Group discounts are available. Quattro to fully integrate your business processes Quattro is a fully integrated solution for any business and is currently being installed in Sydney in a number of mid-sized businesses. The implementation methodology generally used for Quattro is to enhance existing Quattro process templates for all client business processes and once these are clearly established, to implement simple, readily understandable user interfaces to reduce workload and improve management flow and controls. In the technical environment of today’s typical rganisation, you will have a number of essential software products. However, you may not have quite what you want, and may feel unwillingly beholden to the provider of the software. To handle the transition from where you have to be today to where you want to be tomorrow, you could work with us to further document your processes, develop or refine existing templates, start the Quattro installation process, and then “attach” any unique applications to Quattro. In this way, you can undertake your transition program with little disruption and minimal risk. Quattro Pricing Quattro is priced at about $50 per user per month. Super-Tracker for powerful systems integration Super Tracker won the Yellow Pages award for Technical Innovation last year, and holds the first ever Australian Innovation patent. It is founded on a very powerful database management product. Citibank used the Super Tracker engine to develop its Equity Research Database Platform which is intended to be deployed to several thousand concurrent users across more than 50 locations worldwide. Yet Super-Tracker is also used by many quite small organisations. Sagacity has enhanced Super-Tracker in the area of Advisory Sales and Revenue Management as well as the very important area of Client profiling. Utilising Super-Tracker, you could continue with the existing application product strategy you have in place today and use the very powerful and flexible Super-Tracker product to “feed” the applications into a common database and user interface. Super-Tracker Pricing Super Tracker is $3 per concurrent user per day. PolicyMatterto ensure staff are up-to-date with policies The intention of PolicyMatter is to 'serve' policies and corporate communications to people at predetermined times, to record their acknowledgement, and comprehension. PolicyMatter systemizes the process of corporate communication. It has other interfaces that allow you to load your policies, and gain relevant reports. Why use PolicyMatter? Increasingly stringent, more complex and sophisticated management and information requirements exist within the workplace. It is no longer acceptable to rely on the mere existence of a policy manual in either paper form or on an intranet. Most businesses are required to prove at some time that they have adequately communicated their policies. Greater benefits flow to those organisations that are aware not only that a policy has been distributed but it has been comprehended by its employees or contractors. Compliance to this level is however costly, especially with constantly changing regulatory environments. PolicyMatter cuts the cost of this compliance, by: automatically presenting policies and reminders; utilising the considerable investment that corporations have in their own policies; automatically tracking responses and comprehension; allowing employees to affirm their acceptances at times that suit them (within reason); ensure that employees are presented with policies when content is changed so that currency is maintained; reducing the enormous administrative burden of organising training, testing, and collation of responses etc; and simply implementing a best practice methodology across all business units PolicyMatter Pricing Policy Matter ranges from $15 to $10 per user per month depending on volume. OTHER To support these outstanding products, Sagacity also supplies and supports a selected range of other general products in the area of Accounting, Web Development, eCommerce, Corporate Policy Management. Hardware and software products from all leading suppliers such as Microsoft, Citrix, IBM, HP, Acer, Novell and Borland are supplied through Sagacity. Telecommunications products, Application Service Provider and Private Network offerings, firewalls, anti-virus protection and other unique IT facilities are also supplied through Sagacity.