AstuteWheel Rebuilds Client Engagement Offer

Risk Info
October 23, 2024 AEST

Financial advice client engagement platform AstuteWheel has rebuilt its offer on a new platform in a move it sees as delivering a better experience for users.

The company says it has leveraged cutting-edge technology and brought its development team in-house, to “revolutionise its …financial advice client engagement platform.”

Hans Egger - AstuteWheelAstuteWheel Managing Director, Hans Egger says the firm has completely rebuilt its offer on a new platform “…taking advantage of the latest technology to deliver an even better experience for users. We have also brought our development team in-house so that we can be … more responsive to user needs, innovate more quickly, and maintain a higher level of quality control.”

The company says the new platform leverages a low-code development environment, ensuring flexibility and rapid iterations in building, maintaining, and upgrading the AstuteWheel offer.

…This approach allows us to quickly adapt to industry changes…

“This approach allows us to quickly adapt to industry changes, meet adviser needs, and continuously innovate while reducing development costs,” says Egger, adding it also means the firm can focus on adding new features and improving user experience without being bogged down by complex coding requirements.

AstuteWheel offers client engagement and advisory solutions to financial advisers “…designed to enhance the client experience, simplify the advisory process, and improve practice efficiency…”

Eggers says AstuteWheel’s suite of tools is designed to solve the key challenges faced by financial advisers.

“From the onboarding of new clients to ongoing client reviews, our platform is built to help automate processes, reduce administrative burden, and allow advisers to spend more time on …building relationships and providing quality advice.”

He adds that AstuteWheel is well positioned to take advantage of changes relating to the Quality of Advice Review as they are legislated.

“Our platform’s flexibility and focus on compliance make it easy for financial advisers to adapt to new requirements, ensuring they can continue to provide high-quality advice efficiently.”


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