The Advisor Voice, an online magazine facilitating learning and professionalism within the financial advice sector published an article about AstuteWheel’s recent expansion.
Client engagement solution, AstuteWheel, is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners.
AstuteWheel Managing Director, Hans Egger, says the latest version of the financial planning software comes with new functionality and a new way of taking up the AstuteWheel offer as well as addressing a number of compliance issues that have frustrated advisers for years.
» Read more at the Advisor Voice.
