AstuteWheel launches Cognitive Style
Cognitive Style empowers financial advisers and their teams to frame advice in line with how their clients think, process information and prefer to communicate.
AstuteWheel: Revolutionising client engagement with the latest technology
AstuteWheel are focussed on helping financial advisers improve client engagement by simplifying the advisory process and improving practice efficiency through technology.
Values as important as goals: AstuteWheel
Values are as important to clients as goals and the evidence is in plain sight according to Dr Michael Topper, Director of AstuteWheel.
AstuteWheel celebrates 11th anniversary with launch of AstuteWheel 4.0
AstuteWheel has celebrated its 11th anniversary with the launch of AstuteWheel 4.0.
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
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.
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.
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.
