AstuteWheel launches newest fintech solution
Advisor Voice, an online thought leadership conduit for financial advisers comments on the recent launch of AstuteWheels newest fintech solution: Insurance Planner.
AstuteWheel has launched its latest fintech solution, Astute Insurance Planner, which enables advisers to provide better risk advice more efficiently.
The solution, which reduces the time taken to prepare risk advice to about an hour integrates three FinTech software systems to provide one seamless solution.
It includes an online mini fact-find and risk needs analysis calculator, created by AstuteWheel; a risk research and quoting tool, which is an integrated OmniLife App; and a Workflow, Statement of Advice wizard and CRM provided in Seido. Seido is an integration hub designed by YTML to solve the connectivity challenges advice businesses face when delivering advice.