A complete suite of tools to provide valuable advice, gather client information efficiently online, educate clients, model strategies live, auto produce compliant file notes and market the business.
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Client Engagement Software
|Financial Planner 360||Financial Planner||Insurance Planner||Estate Planner|
|Online client information gathering|
|5 minute financial health check|
|About you questionnaire|
|Estate planning questionnaire|
|Client education videos|
|Financial planning explained|
|Value of reviews explained|
|Estate planning explained|
|Client explanation tools|
|How-we-can-help-you: life events|
|20 Modelling calculators|
|Income calculators (3)|
|Investment calculators (4)|
|Debt calculators (3)|
|Insurance calculators (4)|
|Retirement calculators (3)|
|Estate planning calculators (3)|
|Comprehensive File Notes|
|Date and time stamped File Notes|
|Briefing paper for Lawyer/Para-Legal|
|Astute Para Planner|
|CRM Integration (Seido)|
|Statement of Advice Wizard|
|3rd party integration & feeds (POA) OmniLife - additional $99 pm|
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Emma explains how Astute Estate Planner makes this daunting process much easier for financial advisors and their clients and by using the online estate planning software how the entire process has become quicker and more streamlined.
Emma Cunningham, Financial advisor, Aventree financial, Stones Corner, QLD.
Brett comments that the Astute Financial Planner has revolutionised how they engage with clients and provides his financial advisers with structure and purpose in meetings. Clients are engaged in the process and he attributes the financial planning software and financial calculators with an increase in his business as his clients are actually getting it now.
Brett Abikhair, Principal & Financial Advisor, The Selector Group, North Sydney, NSW.
I have found the engagement process Astute Financial Planner provides very efficient and sorts out the tyre-kickers. It made my practice easy to manage with reviews and new clients. It allowed me to cut back to three days a week while managing over 300 clients. more
Principal, Australian Financial Planning, NSW
I have been using the AstuteWheel for a number of years now. Like many, I started by using their client facing calculators as a simple client friendly visual aid during my appointments. As the Astute Wheel has developed so has the way we have integrated it into our everyday processes. ... more
Managing Director, Progressive Financial Planners , NSW
I have been using Astute Financial Planner for over two years now and it has become an invaluable part of my business. It allows me to: send a link to prospects which allows them to provide information about their personal affairs before our first meeting – saving a massive amount ... more
Partner | Senior Adviser, PSK Financial Service