ASIT is a financial information service that helps people follow their assets, tax benefits, and conversations with their assigned asset manager in one place. Available on computers and mobile phones, it gives customers a clear view of how their total and net worth change over time, alongside liabilities and savings information. Users can review asset trends across one-, three-, and six-month or one-year periods, see estimated tax benefits associated with their accounts, and explore retirement-planning information.

The service also keeps consultation records in chronological order, making it easier to pick up where previous discussions left off. Asset managers can review changes in clients’ financial circumstances, document consultations, and share relevant information, calculation tools, and financial review reports. Customers can revisit reports as they were presented at the time.

ASIT connects customers to their assigned manager through an invitation code used during registration. Access controls are designed so customers see their own information and managers see information for their assigned clients.