Hans Egger, founder and creator of the AstuteWheel explains to Wealth Professional how AstuteWheel software helps to engage clients with the importance of the Estate Planning process.
May 14, 2020 AEST
Hans Egger, founder and creator of the AstuteWheel explains to Wealth Professional how AstuteWheel software helps to 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