AstuteWheel enhancements and coming features showcased around the nation

March 18, 2021 Live demonstration events

Supercharge your advice delivery to make your practice fly. Join us at live presentations to see why more advisers are moving to AstuteWheel.

Financial Advisers are invited to attend live demo events  in Sydney, Brisbane, Adelaide and Melbourne. (April 20–28).

Find out about new developments in the pipeline to make Australia’s best financial planning tools and modelling calculators even better:

  • Goals Based 
  • Scoping & Scaling Advice
  • Best Interest Compliance Built In
  • Electronic About You Questionnaire
  • Live Modelling Calculators
  • Insurance Needs Analysis
  • Electronic Reverse Fact Find
  • Strategy 
  • Estate Planning Solution
  • Client Education 
  • New! Risk Statement Of Advice
  • Retirement 

See dates and register for an event.

AstuteWheel Client Engagement Platform <i class="fas fa-phone mid-blue"></i> 02 94 533 588
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