Astute Wheel: Client Engagement Tools is financial planning software for the adviser who wants to go above and beyond for their clients. Providing more than 30 financial planning tools and calculators for financial advisers to enhance the overall experience a client has from the moment you first speak.
At Astute Wheel, we believe that your client experience should be enjoyable and memorable at every point along the journey from the first point of contact through to the initial meeting and subsequent meetings from there on in.
We also believe that every financial advisor should be able to provide service efficiently and consistently across their entire business. To help financial advisers to achieve this, we developed numerous financial planning online tools and financial calculators that financial advisers can use to engage and continuously reengage clients.
If your business focus is to secure and enhance your existing client base through a structured and effective financial planning process that your clients can understand and genuinely value, then you've come to the right place.