AstuteWheel Managing Director, Hans Egger, says the goal when AstuteWheel was first launched in 2012 was to deliver an online program that “…makes advice practices become more efficient and compliant in their business, so that they can focus on having deeper, more valuable relationships with their clients.”
He says that to meet this objective, the firm set out to streamline and automate as many financial planning functions as possible.
“We were also careful to design our processes and tools with the end client in mind. We still apply this thinking today, as we continue to enhance the program to meet the ever-changing needs of advisers and their clients.”
AstuteWheel 4.0 features:
- A secure client portal
- Enhanced client relationship management functionality
- Practice management/business improvement tools
- And, from July 2023, direct Xplan integration
Eggers says the “…secret sauce of AstuteWheel is that it has, for some time now, enabled the delivery of compliant repeatable processes that provide a time and date stamped audit trail while simultaneously helping advisers focus on client engagement.”
