Astute Wheel
Better Advice More Clients
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
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Contact information
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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Automate your client file notes
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Fast-Track Your File Notes with Claras
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One video is worth a thousand words.
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Making it easier to provide quality risk advice
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Fixing life insurance advice.
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Client data collection and management.
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Connects and coordinates professional advisers with leading law firms
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An online survey platform that enables individuals and businesses
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Is designed to help small businesses grow - CRM by and for salespeople