Astute Wheel

Astute Wheel
Astute Wheel

Astute Wheel

Better Advice More Clients

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Description

Astute Wheel provides Financial Planning, Estate Planning & Client Engagement software.

Astute Wheel provides advisers with online tools and calculators that enhance the client experience by showing the real value of Goals Based Advice. Simple to use visual modelling calculators can be used live in meetings and make it easy for advisers to demonstrate how financial strategies can improve the client’s personal circumstances.

Once clients understand the benefits and risks, they are empowered to make informed decisions and are much more likely to proceed.

Astute Wheel provides a secure client portal making it easy for clients to view their current financial, goals and values information and update this prior to your meeting.
Advice pricing, compliance and marketing tools are built into the process allowing advisers to improve these aspects of their business efficiently.

Estate Planner allows advisers to offer a comprehensive yet simple solution to facilitate and provide real value in this important area of advice.

www.AstuteWheel.com.au

Click the image to view the brochure:     Brochure.

Q and A

Which segments of the industry do you serve?-
-Risk Specialists
-Holistic Advisers
-Investment Advisers
-Estate Planning

What sets your products or services apart from competitors in terms of value and unique features (and any specifics in relation to the provision of Risk Advice)
-AstuteWheel software is client focussed and provides financial planners with Visual and Interactive tools to provide better value in meetings

 

Can you highlight any key benefits or advantages that Risk Advisers or support staff can expect when working with your company?

-Our interactive Insurance Needs Analysis tool provides a collaborative approach to determining your clients insurance needs and is great for either face-to-face or virtual meetings

 

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