New research has revealed the technology types advice firms are most keen to adopt in the next two years, and which businesses are likely to lead the pack when it comes to getting... Read more »
Financial advice engagement software provider AstuteWheel has integrated with Xplan following demand from advisers using both services. he integration uses Roar Software to export... Read more »
In response to a call from advisers using both services, leading financial advice client engagement software provider AstuteWheel has successfully integrated with Xplan.... Read more »
In response to a call from advisers using both services, leading financial advice client engagement software provider AstuteWheel has successfully integrated with Xplan.... Read more »
Financial advice client engagement software provider AstuteWheel has successfully integrated with Iress’ financial planning software Xplan. Hans Egger, AstuteWheel managing... Read more »
Financial advice client engagement software provider AstuteWheel has announced it has integrated with financial planning software platform Xplan, in a move AstuteWheel believes... Read more »
Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services.... Read more »
Many advice practices have a list of low paying disengaged clients that already (or will soon) have their fees switched off. For many practices the impact on their revenue can be... Read more »
A steady flow of the right kind of client referrals is what every business strives for but how do you differentiate yourself from every other adviser when pitching for that... Read more »
Are the things we have been taught about referrals still ringing true? Or were they wrong from the start? Hear what academics, industry experts and financial advisers have to say.... Read more »
If you are not facilitating your client’s Estate Planning, who is? You are uniquely positioned to help clients prepare a thorough Estate Planning Briefing Document for the... Read more »
Due to Coronavirus, virtual client meetings quickly became the ‘new normal’, but are they here to stay? And how do you make them part of your business? Most financial... Read more »
Online fact finds and risk profiling tools, and scaled advice tools, are where advice practices believe they will receive the greatest benefits in financial planning technologies... Read more »
Online fact finds and risk profiling tools, and scaled advice tools, are where advice practices believe they will receive the greatest benefits in financial planning technologies... Read more »
ASIC has set a very high standard when it comes to providing evidence of the goals conversation throughout the advice process and the onus is on the adviser to prove compliance... Read more »
Scoping and scaling advice rules allow advisers to limit their advice to what’s important to the client, but the rules are complex and the onus is on advisers to prove... Read more »
Provide valuable, efficient & compliant risk advice using a next generation Risk Insurance Needs Analysis calculator that also produces a Strategy Paper and SOA. The visual... Read more »
Financial advisers will have one meeting to convince their disengaged clients to become fee paying. Time spent developing a first-class client engagement process is crucial as... Read more »
In Part 1, we looked at why the client review meeting is so important, particularly in these difficult times. Here we outline the steps to take in the actual client review... Read more »
COVID-19 is obviously causing financial advice clients a great deal of concern. Not only are they worried about what the resultant stock market volatility is doing to their... Read more »
Hans Egger, founder and creator of the AstuteWheel explains to Wealth Professional how AstuteWheel software helps to engage clients with the importance of the Estate Planning... Read more »
In the following video with Lifespan Partnership, Hans Egger discusses the efficiencies that Astute Financial Planner affords Financial Advisor practices. Hans also discusses how... Read more »
Accountants adviser network, Count Financial, says it has solved one of the challenges faced by converged accounting and advice businesses as it launches a series of back-end... Read more »
Count Financial has launched a series of back-end integrations on its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms which will remove the double... Read more »
Count Financial technology integrations have solved one of the fundamental challenges faced by converged accounting and advice businesses as it launches a series of back-end... Read more »
AstuteWheel has passed an independent IT & Cybersecurity health check on its business with flying colours. The health check was commissioned by AstuteWheel and conducted by... Read more »
Coronavirus is just one reason to start virtual client meetings. Coronavirus could be the catalyst to start offering clients virtual meetings – but there are many other reasons.... Read more »
Most financial planners provide a substantial amount of free time and expertise in the early stages of the advice process for prospective clients, but at some point the... Read more »
Client engagement solution, AstuteWheel, is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners.... Read more »
The Advisor Voice, an online magazine facilitating learning and professionalism within the financial advice sector published an article about AstuteWheel’s recent expansion.... Read more »
The Investor Daily, a national online news and information resource for Australia’s financial services sector recently published an article about AstuteWheel’s new regtech... Read more »
The Financial Standard, an open forum for the delivery and exchange of information and ideas for superannuation trustees, financial planners, researchers, consultants, investment... Read more »
One of the most misunderstood and badly executed aspects of the client engagement process, according to ASIC, is the scoping and scaling of advice. Scoping and scaling of advice... Read more »
For those advisers who don’t have a degree in psychology and just want to provide good and compliant advice to their clients, goals-based advice doesn’t need to be a mystery... Read more »
Hans Egger discusses how to stop wasting your time in a guest blog at The Independent Financial Adviser (IFA), a digital resource delivering analysis and business strategy to... Read more »
The Independent Financial Adviser (IFA), a digital resource delivering analysis and business strategy to Australia’s financial planners discussed AstuteWheel’s new suite... Read more »
Killian Plastow of Fintech Business discusses the impact of fintech software on Advisers following the launch of Insurance Planner. The role of financial advisers is unlikely to... Read more »
The Financial Standard, an open forum for the delivery and exchange of information and ideas, analyses the new Insurance Planner software platform. Financial planning software... Read more »
RiskInfo, an information resource service designed for financial services professionals in Australia discusses the launch of Astute Insurance Planner. Advisers will be able to... Read more »
Advisor Voice, an online thought leadership conduit for financial advisers comments on the recent launch of AstuteWheels newest fintech solution: Insurance Planner. AstuteWheel... Read more »
Australian FinTech, Australia’s online space dedicated to discussing all things FinTech, covers the launch of Astute Insurance Planner. Hans Egger, Managing Director of... Read more »
When it’s time for your estate to be passed on, will it be a gift or a burden? Last week an article discussing Estate Planning Services in the Sydney Morning Herald and The... Read more »
Astute Financial Planner has been announced as a finalist in the “Financial Advice Innovator of the Year” category in the 2018 Fintech Business Awards. The Fintech Business... Read more »
A recent article in the Financial Standard discusses how Financial Planners’ adopting professional financial planning software such as Astute Financial Planner are... Read more »
What currently sets you apart from every other financial planner in Australia? If your answer is “probably not that much”, it’s time you consider making estate planning... Read more »
By introducing estate planning to your offering, you can add value to the client discussion process in a way an insurance provider simply can’t. In your role as an adviser,... Read more »
Those who are not will almost certainly need to have a more diverse service offering and estate planning is a natural choice. Why? Because the largest asset many risk advice... Read more »
Adviser platform AstuteWheel has launched its Astute Estate Planner service, which enables rapid implementation of the estate planning process. Specifically, the tool allows... Read more »
Financial technology firm AstuteWheel has launched an estate-planning solution aimed at removing friction from advisers’ interactions with clients and providing them with a... Read more »
AstuteWheel co-founder Hans Egger presented the estate planning tool, Astute Estate Planner, at a media event hosted at fintech start-up hub Stone and Chalk in Sydney yesterday.... Read more »
Leading client engagement platform AstuteWheel today launched Astute Estate Planner at a media event hosted at fintech hub Stone & Chalk. Astute Estate Planner is a... Read more »
Astute Estate Planner is a new estate planning tool which allows planners, financial advisers, accountants, risk advisers and lawyers to cut down their work to an hour or less.... Read more »
It’s not every day that a product launch results in visiting exotic locations and witnessing majestic beasts but that is exactly what happened when fintech group AstuteWheel... Read more »
Why is it that one advice firm is able to completely redefine what’s possible, while another similar one simply does what it’s always done? That’s a question I... Read more »
Client engagement software platform AstuteWheel has expanded into the South African financial advice market having been picked by around 35 advisers working across more than 20... Read more »
Fintech company AstuteWheel has launched its client engagement platform in South Africa, as the overseas advice market prepares to undergo similar regulatory reforms to Australia.... Read more »
AstuteWheel is challenging the boundaries of Australian financial advice, exporting its flagship client engagement platform to South Africa and becoming a member of Stone and... Read more »
Fintech company AstuteWheel has launched its client engagement platform in South Africa, as the overseas advice market prepares to undergo similar regulatory reforms to Australia.... Read more »
North Sydney-based client engagement platform AstuteWheel has gained a foothold in the South African planning market. The company, which recently joined Stone and Chalk, confirmed... Read more »
AstuteWheel has exported its flagship client engagement platform to South Africa following its success with Australian advisers. The group, which established the platform in June... Read more »
Hans Egger of Astute Wheel has told Wealth Professional TV of the lack of engagement between clients and advisers about estate planning, which he said is a highly important and... Read more »
Hans Egger, founder and creator of the Astute Wheel explains how new professional estate planning software will help engage clients with the importance of the estate planning... Read more »
The topic of ageing and death are usually high up on the list of difficult conversations for advisers. However, one advice firm found a novel way to broach the subject earlier... Read more »
The comprehensive AstuteWheel Estate Planning solution enables all parties involved in the process – the client, financial planner, solicitor and accountant – to... Read more »
Financial services firm Astute Wealth has developed a series of estate planning solutions that allow financial advisers to provide clients with a tangible estate plan. The tools... Read more »
A new estate planning tool to be used with clients has been developed with the aim of encouraging more Australians to get a Will. Created as part of the AstuteWheel, a digital... Read more »
AstuteWheel have launched an estate planning tool that helps advisers gather their clients’ information before they meet with the solicitor. “Usually clients... Read more »
The developers of the AstuteWheel tool have unveiled the sixth and final component of the product, allowing advisers to provide an estate plan in “the time it takes to deliver... Read more »
The unprecedented inter-generational transfer of wealth looming for Australia, driven by a huge baby-boomer demographic that holds a significant proportion of the nation’s... Read more »
Young advisers are facing a soft skill knowledge gap which sees many attempt to ‘baffle the client with brilliance’ rather than listen at the first sit-down meeting, says an... Read more »
Young advisers are increasingly seeking more support in the use of soft skills to develop relationships with clients, according to AstuteWheel. There is a knowledge gap... Read more »
While many young adviers are now degree-qualified, they are seeking more support in the use of soft skills to develop relationships with clients, according to Hans Egger,... Read more »
Whilst many young advisers are now degree-qualified, they are seeking more support in the use of soft skills to develop relationships with clients, according to Hans Egger,... Read more »
Financial planning businesses – whether aligned or non-aligned – should continue investing in a fee disclosure statement regime, despite the provision being watered... Read more »
Financial planning practices that have already prepared for the implementation of fee disclosure statements (FDS) would gain little benefit from the work if they chose to shelve... Read more »
Financial planning businesses preparing for the new fee disclosure statement regime can now either embrace the opportunity to secure a return on their investments, or squander it,... Read more »
Financial advisers should look at preparing for the new fee disclosure statement regime in a similar way to the US Army’s “surge” strategy employed during the war in Iraq,... Read more »
Financial planning businesses invested heavily in preparing for the new fee disclosure statement (FDS) regime and can now either embrace the opportunity to secure a return on... Read more »
FOFA may be getting scaled back to better suit advisers, but many advisers are still snowed under complying with regulations to properly engage with new or existing clients.... Read more »
Astute Wealth Advice director Hans Egger enjoys overcoming client engagement problems by creating visual presentations and using interactive tools to explain the financial... Read more »
Social media marketing may be helping consumers find and research financial advisers but in the age of digital media, an online presence is just a ticket to the game, according to... Read more »
Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believes. A mere... Read more »
Financial planners are fishing for new clients among Australians who have never sought advice before, but technology could help them reconnect with disengaged clients already in... Read more »
I get a feeling that 10 to 30% of a client base is a fair representation of disengaged clients across Australia. Hans Egger, Creator of the Astute Wheel Client Engagement Platform... Read more »
A new web-based client engagement platform is helping advice businesses boost productivity by 30 per cent and lift profitability by up to 50 per cent, according to the... Read more »
Troubled dealer group WealthSure has begun the slow task of rebuilding its creditability among independent financial advisers, with its national roadshow concluding in Perth on... Read more »
Advisers need to re-engage about 10 to 30% of their client base before they send out their Fee Disclosure Statements, according to Hans Egger, co-founder of the Astute Wheel... Read more »
Advisers who fail to connect with disengaged clients stand to lose up to 30 per cent of their client base due to fee disclosure statements (FDS), according to a consultant to... Read more »
Many advisers may be living in fear of sending out a fee disclosure statement (FDS) to their client base over the next 12 months, as required by the Future of Financial Advice... Read more »
Client engagement and consistent processes are the key to a successful and thriving financial planning business in the post FoFA world says Astute Wealth Advice director, Hans... Read more »
Clients simply don’t find financial planning “sexy”, and it’s vital to focus your efforts on client engagement if you want your business to thrive in the post-FoFA world.... Read more »
A new client engagement tool has been launched which can help advisers illustrate the value of insurance. The Astute Wheel Client Engagement Platform is an online program... Read more »
A new Client engagement platform for financial planners has been launched with the aim of making it easier to engage with clients, over the internet as well as face to face. The... Read more »
By engaging with prospective clients prior to the initial client meeting, advisers can make the planning process much less overwhelming, according to AstuteWheel director Hans... Read more »
Astute Wheel 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.
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