Hans Egger, founder and creator of the Astute Wheel explains how new professional estate planning software will help engage clients with the importance of the estate planning process.
May 2, 2014 AEST
Hans Egger, founder and creator of the Astute Wheel explains how new professional estate planning software will help engage clients with the importance of the estate planning process.
AstuteWheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition. ... Read more