AstuteWheel software was developed to provide financial advisers with a simple to use set of tools for their client engagement process:

  • Improve Efficiency: by gathering key information from prospects and existing clients prior to meetings to spend more time discussing how they can help their clients.
  • Improve Compliance: by taking clients through our goals based advice and scoping of advice tool and quickly and easily producing comprehensive file notes which also save time on para-planner briefings.
  • Educate Clients: by being able to simplify the complex and explain to clients what the benefits of financial planning strategies are in plain English.
  • Increase Value: by using the financial planning strategy modeling calculators live with the client to visually illustrate how particular strategies could benefit them.
  • Increase Sales: by showing real value and to easily justify fee-for-advice.
  • Tighten Control: by being better prepared for meetings so the real value of advice is shown early in client the meeting and advice process.
  • Increase Marketing: by using the marketing tools to promote their services and gain new prospects and clients.