AstuteWheel
Use the AstuteWheel online questionnaires to gather client information
Use the AstuteWheel tools for Values, Goals and Scoping
Use the AstuteWheel calculators for scenario modelling live with clients
Use the AstuteWheel reports and comprehensive file notes for your compliance trail
Use the AstuteWheel to generate Strategy Papers and Statements of Advice
Astute Wheel and Dash Integration
Create clients in AstuteWheel or in Dash
Add AstuteWheel clients into Dash
Add Dash clients into AstuteWheel
Sync Clients and their Fact Find Data
Save AstuteWheel modelling results into Dash to produce SOAs Save AstuteWheel compliance trail documents, reports, modelling file notes, etc. in Dash
Dash CRM
Flexibility & control on how you deliver advice & service
Solutions for entire process from fact finder to SOA generation
Include CRM, workflow & document generation capabilities
Robust Record Keeping made Simple
Convert your Word-based SOAs into an interactive web-based experience with DynamicDocs
