The Independent Financial Adviser (IFA), a digital resource delivering analysis and business strategy to Australia’s financial planners discussed AstuteWheel’s new suite of Insurance Calculators.
Fintech firm AstuteWheel has launched a new software service which it says will enable advisers to deliver risk advice in “about an hour”.
The new tool, Astute Insurance Planner, uses an online fact find for clients to complete, an integrated OmniLife research and quoting tool, and a workflow and SOA tool all linked through YTML’s customer relationship management platform (CRM) Seido.
“It can sometimes take advisers up to three weeks between meeting with a client, preparing the SOA and presenting the advice,” said AstuteWheel managing director Hans Egger.
» Read the full article at IFA
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