CRM integration

Advisers can now decide what software they would like to use in their practice, with the flexibility to add or remove from their tech stack when they choose. This revolutionary approach to financial planning software transfers the power back to the adviser. Choose the best fit for your budget and your practice needs.

AstuteWheel software has always focussed on providing tools for the ‘front end’ of the financial planning process where the interaction between client and adviser takes place and the value of your advice is communicated:

  • Providing the adviser with a structured, efficient and logical process for each client meeting
  • Providing a client experience that is educational, empowering and valuable
  • Providing a comprehensive compliance trail that is embedded in the process

For more information about AstuteWheel, book a demo.

AstuteWheel has partnered with ROAR software to provide financial planning practices with the flexibility to build their own Tech Stack of integrated financial planning software solutions for the ‘back end’ of the practice.

  • Provide true connectivity between your applications of choice
  • Flexibility & control on how you deliver advice & service
  • Solutions for entire process from fact finder, modelling to SoA generation
  • Include CRM, workflow & document generation capabilities
  • Robust Record Keeping made Simple

View more information about ROAR Software.