Major new software advancement for financial plannersJuly 28, 2023
The AstuteWheel team been hard at work over the past year improving Australia’s leading client engagement solution from the ground up.
This major new software advancement was launched and presented by Managing Director, Hans Egger in July at the Adviser Innovation Summit held in both Sydney and Melbourne.
The new version of AstuteWheel 4.0 features a secure client portal, enhanced client relationship management (CRM) functionality and practice management/business improvement tools and now direct Xplan integration.
Connect with AstuteWheel here and at our linked in page to keep up to date on latest features of this new release.