Astute Wheel is financial planning software built by financial advisors for financial advisors and has revolutionized the financial planning client engagement process for financial planning practices.
The Astute Wheel provides a structured approach that allows financial advisers to deliver better advice to more clients. It is intuitive and easy to use and it enables advisers to efficiently provide professional advice that’s rewarding for both advisers and clients.
Astute Wheel financial adviser software includes over 30 financial planning calculators and tools for advisors.
Our Financial Advisors tell us that our client engagement tools and financial modeling calculators help them:
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.
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.
Tighten Control: by being better prepared for meetings so the real value of advice is shown early in client the meeting and advice process.
Educate Clients: by being able to simplify the complex and explain to clients what the benefits of financial planning strategies are in plain English .
Improve Compliance: by quickly and easily producing comprehensive file notes which also save time on para-planner briefings.
Increase Marketing: by using the marketing tools to promote their services and gain new prospects and clients.
Astute Wheel Client Engagement Software is for the adviser who wants to provide an exceptional level of service to their clients and provide it efficiently.
Astute Wheel professional financial planning software has more than 30 financial planning tools and calculators for financial advisers to enhance the overall experience a client has at every client touch point.
The client experience should be enjoyable and memorable at every point along the journey from the first point of contact, the initial meeting, subsequent meetings and reviews.
We also believe that every financial adviser 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 modeling calculators and financial planning tools that financial advisers can use to engage and re-engage with their clients.
Advisers now have financial planning tools online which Astute Wheel keeps up to date with any legislative changes.
If your focus is to gain new clients, secure and enhance your existing client base through an effective structured financial planning process that your clients can understand and genuinely value, then you've come to the right place.
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.