AstuteWheel speeds up risk advice timeframe
The Financial Standard, an open forum for the delivery and exchange of information and ideas, analyses the new Insurance Planner software platform.
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour.
The solution compresses the fact gathering stage down to 20 to 30 minutes. AstuteWheel managing director Hans Egger said there is no value in completing a fact find with the client in the meeting as they are happy to provide this information online before the meeting, he said.
The next step involves a client meeting that assesses insurance needs and financial position.