Valuable and efficient client reviews
Imagine walking into your annual financial review and leaving not just with numbers, but with clarity, confidence, and a renewed sense of direction. For clients, this kind of Read more
Newsletter Articles
Why Storytelling Matters for Financial Advisers
Picture seeing a client with their eyes glazing over as you explain a diversification strategy with yet another spreadsheet full of numbers. Now picture this instead: you tell Read more
How ChatGPT & Microsoft Copilot Can Streamline Financial Advice Practices
Slash hours off your weekly admin workload, effortlessly crafting personalized client communications, and producing polished financial documents in minutes—not days. That’s Read more
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AstuteWheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition. ... Read more