A complete Financial Planning Software toolkit to provide valuable Goals Based Advice; gather client information efficiently online, educate clients, set and track client goals, scope advice, model strategies live, auto produce compliant file notes and generate Statements of Advice (SOAs) quickly, and market the business.
Client education is crucial, yet even seasoned advisers can’t justify time to educate certain clients. Our tools facilitate rapid comprehension of financial concepts. Read more
Clients understand providing their information prior to a meeting will make them more productive. Our tools make sure both clients and Advisors are ready. Read more
Automated reports when clients complete online questionnaires or advisers prepare client goals, scoping & scaling or modelling file notes. Read more
Our tools help Advisors focus clients’ goals and values, to understand what’s important to a client first, before doing anything else. Read more
Ensuring financial advice compliance requirements are met. Our tools automate the collection of all the compliance information required. Read more
Over 20 modelling calculators to help Advisors visualise complex financial strategies with clients in real time. Read more
Advisers have the flexibility to choose which CRM tech stack they want to integrate with AstuteWheel. This revolutionary approach to financial planning software transfers the power back to the adviser.View CRM Integrations
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.
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 ... Read more
I have been using the AstuteWheel for many years now. Like many, I started using their client facing calculators as a visual aid during my appointments. As the AstuteWheel has developed so has the way we have integrated it into ... Read more
The AstuteWheel software has been great: Digital fact find completion, health check is a great tool and very valuable to us. The individual calculators are very handy and I enjoy using these. Scoping and the subsequent Client Engagement Letter is ... Read more