Leading goals-based financial advice and client engagement software platform, AstuteWheel shines again in the 2021 Netwealth AdviceTech Report.
In response to a call from advisers, leading financial advice client engagement software provider AstuteWheel has successfully integrated with Xplan.
AstuteWheel provides financial planning software for premium financial planners so that they can provide better level of advice to their clients.
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, […]