Search Result: AstuteWheel

Mar
31

AstuteWheel backs Adviser Innovation Summit

This year’s summit has been designed to equip advisers with the knowledge and tools around the latest financial buzzwords and trends

DETAIL
Oct
05

AstuteWheel shines again in 2021 Netwealth AdviceTech Report

Leading goals-based financial advice and client engagement software platform, AstuteWheel shines again in the 2021 Netwealth AdviceTech Report.

DETAIL
Sep
28

The Best of Both Worlds: AstuteWheel integrates with Xplan

In response to a call from advisers, leading financial advice client engagement software provider AstuteWheel has successfully integrated with Xplan.

DETAIL
Aug
18

Australian FinTech company profile #98 – AstuteWheel

AstuteWheel provides financial planning software for premium financial planners so that they can provide better level of advice to their clients.

DETAIL
Jul
22

AstuteWheel shines in 2020 Netwealth AdviceTech Report

AstuteWheel shines in the 2020 Netwealth AdviceTech Report and is now well-positioned for growth.

DETAIL
Mar
30

AstuteWheel passes cybersecurity check with flying colours

Australian fintech firm AstuteWheel has passed an independent IT & Cybersecurity check on its business with flying colours.

DETAIL
Jun
26

AstuteWheel expands Fintech with Regtech

AstuteWheel is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners.

DETAIL
Jun
29

AstuteWheel launches new Astute Insurance Planner solution

AstuteWheel has today launched its latest fintech solution, Astute Insurance Planner, which enables advisers to provide better risk advice more efficiently. The solution, which reduces the time taken to prepare risk advice to about an hour integrates three FinTech software systems to provide one seamless solution. It includes an online mini fact-find and risk needs analysis calculator, created by AstuteWheel; a risk research and quoting tool, which is an integrated OmniLife App; and a Workflow, Statement of Advice wizard and CRM provided in Seido. Seido is an integration hub designed by YTML to solve the connectivity challenges advice businesses face when delivering advice. Hans Egger, Managing Director of AstuteWheel, said, […]

DETAIL