Fintech Offers Advisers One Hour Risk SoA

Risk Info
July 5, 2018 AEST

RiskInfo,  an information resource service designed for financial services professionals in Australia discusses the launch of Astute Insurance Planner.

Advisers will be able to produce a life insurance Statement of Advice (SoA) in around an hour, according to fintech provide AstuteWheel, which has launched a new digital life insurance advice tool.

The Insurance calculator suite incorporates an online fact find and risk needs analysis calculator, created by AstuteWheel as well as a risk research and quoting tool provided by OmniLife and a workflow, SoA wizard and client management tool provided designed by YTML.

» Read the full article at RiskInfo

To find out more about how insurance calculator suite can help your business go to the next level…

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