Take your first step into digitally supported advice delivery with Astute Client Engager. Add enhancement modules as you need them.
Play videoAstute Client Engager is the most efficient and professional way to onboard prospective clients, conduct review meetings and reinstate your disengaged clients.
Advisers are being held to a higher standard for the advice they provide. Compliance levels are higher and take more time. The regulators have confirmed they will take a tougher approach. With Astute Client Engager compliance is embedded in a structured, repeatable process. Make every client meeting educational, comprehensive and valuable.
Product Inclusion | |
---|---|
Client Engager Core | |
Income Calculators | $ |
Investment Calculators | $ |
Debt Calculators | $ |
Insurance Calculators | $ |
Retirement Calculators | $ |
Estate Calculators | $ |
5 Minute Financial Health Check (5MFHC) |
About You Questionnaire / Mini fact find (AYQ) |
Review Changes Questionnaire (CQ) |
Electronic Reverse Fact Find |
Financial Planning Explained video |
Importance of Insurance video |
Importance of a Review video |
The ‘How We Can Help You’ Marketing Tool |
Goal Setting and Tracking tool |
Scoping and Scaling tool |
Fee for Service |
Letter of engagement (LOA) |
Ongoing Service Agreement (available soon) |
About You Questionnaire (Fact Find) |
Changes Questionnaire and Reverse Fact Find report |
Comprehensive Scope and Scale Of Advice report |
The ‘How We Can Help You’ Marketing Tool |
5 Minute Financial Health Check (5MFHC) |
Video: Financial Planning Explained |
Video: Importance of Insurance Advice |
Video: Importance of Review |
Completed API Integration – ROAR Software |
Planned API Integration – Xplan, Adviser Logic, PractiFi, Xeppo |
Build your own software solution to suit your needs by adding optional suites of calculators to our base package.
$50 +GST P/M
Facilitates a comprehensive needs analysis with summary and file notes. Calculators include Life Insurance, Income Protection, Total and Permanent Disability, Trauma, Critical Illness.
Learn More$50 +GST P/M
Model a client’s retirement needs including transition to retirement strategies and age pension. Quickly determine if a client is on track. Add non-super assets and make an in-depth analysis…
Learn More$50 +GST P/M
Expand your service offering and profitability by facilitating Estate Planning in 60 to 90 minutes. Producing an Estate Plan briefing paper and protecting your clients is now easier than ever before.
Learn MoreImproves engagement with prospects and clients
Useful tips and coaching with guide scripts
Confirms appointments, with actions your clients follow
Email template with video link.
Completed by prospect or client and then automatically emailed to you
5 Minute Financial Health Check
About You Questionnaire
Review Changes Questionnaire
Scripted calling, if 5MHC, AYQ or RCQ reports not received
Use telephone call guide script
Videos and other resources to explain key concepts and terminologies prior to meeting
Financial planning explainer videos
Login to AstuteWheel’s Virtual Meeting Room.
Choose ‘existing’ or ‘new’ client
Review client’s reports, determine issues and priorities
5 Minute Financial Health Check
Review your client’s latest information forms and look for ways to add value
Changes & About You Questionnaires
Quickly explore strategy options prior to meeting
Practice modelling using client supplied data
Prioritise your advice and plan the meeting using the AstuteWheel File Note
Use the AstuteWheel file note
Review 5MFHC, AYQ or RCQ and uncover important extra information.
Engage by asking the right questions
Determine what advice segments are in and out of scope
Determine the scale of advice and implications for matters not to be included
Explore the subject matter of clients goals
Clients goals are discussed, prioritised and made S.M.A.R.T.
Present AstuteWheel Methodology for rapid comprehension and engagement
Use slides and videos to explain your value proposition
Explain how strategies work and compare alternatives
Use modelling calculators and graphs to simplify explanations
Demonstrate value through realtime modelling of strategy options
Choose appropriate calculators to explore and agree on strategies
Determine the priority of in-scope advice
This will be determined by the clients goals priority
Quantify the value of your advice for in-scope segments
Use the AstuteWheel to summarise benefits
Demonstrate the value of regular reviews
Use Review Process video and discussion of comprehensive process
Price advice per segment or by ongoing service package
Use wheel segments and value-add to determine price
Seek price agreement and sign-off for Ongoing Service.
Use your own LOE or OSA (Dealer group specific)
The 5 Minute Financial Health Check identifies client’s priorities and scope of advice
Saved on the system or printable
AYQ is the start of your Fact Find, and the RCQ captures important changes
Saved on the system or printable
AstuteWheel file notes links client needs to appropriate strategies
Saved on the system or printable
Evidence of client’s voice and adviser exploring subject matter
Saved on the system or printable
Evidence of proper scoping and scaling, linking to goals and implications discussed
Saved on the system or printable
Modelling scenarios can be reproduced for compliance
Saved on the system and recalled when required
Improve COI’s trust in your process and the value you add to clients
Show depth and breadth of your advice with modelling calculators and tools
Demonstrably improved client experience makes referral discussion easier
Use 5MFHC to demonstrate continuous improvement and client satisfaction
Re-engage clients, show value and upgrade them to your ongoing service proposition
Use the disengaged client link when sending annual fee disclosure emails
Articulate your Client Value Proposition through short videos
Videos can be used in meetings or embedded on your website
Clients see benefits of financial advice on specific life events using How-we-can-help-you tool
HWCHY tool can be embedded on your website or sent as a link to clients
AstuteWheel has helped my business by vastly streamlining and professionalising a number of functions in my advice process. It makes collection of important client data (before each meeting) a breeze and compliantly stores the client responses. The calculators are fantastic and can be used in front of clients or as ... more
Andrew Julius, Partner | Senior Adviser, PSK Financial Service, Sydney
We have re-engineered our practice’s client offering – especially our financial advisory offering, from a traditional investment/transactional based offering to a new Wealth Management and Advisory offering which services clients’ broader needs and can solve far more complex financial issues for them. We are using Astute Wheel’s client engagement tools ... more
Barry Hayes, Director, Hayes Girling Financial, Rowville VIC
AstuteWheel has helped me to quantify and answer the fundamental questions almost all clients want to know, that is: “how’s my retirement income looking and what can I do about it?”. We have embedded the AstuteWheel process to create a much more client friendly and efficient fact finding process, review ... more
Brad Downes, Managing Director, Progressive Financial Planners, NSW