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
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