AstuteWheel provide tools for Financial Planners to enhance their client experience to grow and improve their business.

The AstuteWheel Toolset of over 30 tools and modelling calculators helps Financial Advisers:

  • Gather key information from prospects and clients prior to meetings (efficiency).
  • Better prepare for meetings so the real value of advice is shown early on (control).
  • Simplifiy the complex and explain what financial planning is in plain English (education).
  • Model options live to visually illustrate how particular strategies would benefit them (value).
  • Price your fee-for-advice (sales).
  • Produce comprehensive file notes and save time on para-planner briefings (compliance).
  • Promote their services to gain new prospects (marketing).