AstuteWheel enhancements and coming features showcased around the nation
March 18, 2021Supercharge 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 Advice
- Scoping & Scaling Advice
- Best Interest Compliance Built In
- Electronic About You Questionnaire
- Live Modelling Calculators
- Insurance Needs Analysis
- Electronic Reverse Fact Find
- Strategy Papers
- Estate Planning Solution
- Client Education Tools
- New! Risk Statement Of Advice
- Retirement Modelling