Provide clients with valuable advice in an efficient and compliant way.
Australia’s best Tools and Modelling Calculators built by Financial Advisers for Financial Advisers.
The Astute Financial Planning Software has been developed by advisers for advisers, to be intuitive and easy-to-use. A structured end-to-end process for delivering professional financial advice. Advisers Australia wide are capitalising on their career knowledge to instantly deliver advice in a better way, and to more clients.
High level strategy modelling to impress the socks off any client. They are live, powerful, professional and only available from Astute.
Sophisticated and clear communications from the adviser makes the advice process rewarding for clients and advisers alike.
Clients prefer the convenience of digital forms and questionnaires and know it will make their meeting time productive and rewarding.
Astute Financial Planner comes with a set of marketing templates, like electronic direct mail and referral strategies, all carry your brand.
Improves 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
Through discussions determine what client’s needs are
Use AstuteWheel slides to explain comprehensive financial advice
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
Agree on segments, in scope and out of scope
Use AstuteWheel segments to determine scope of advice
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
Modelling scenarios can be reproduced for compliance
Saved on the system and recalled when required
Dealer Group specific Fact Find and Risk Profile Questionnaires
Data base can be expanded to cater for more questions
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
How-we-can-help-you allows clients to quickly identify benefits of financial advice for them personally
HWCHY tool can be embedded on your website or sent as a link to clients
To find out more about how Astute's Financial Planning Software works, head on over to our video page.
Watch more videosFrom regular scheduled Webinars, online video tutorials to bi-annual User Forums in your closest capital city, there are many ways we can help you learn and get the most out of Astute Financial Planner. 1 day workshops are also available with CPD Points.
Brett comments that the Astute Financial Planner has revolutionised how they engage with clients and provides his financial advisers with structure and purpose in meetings. Clients are engaged in the process and he attributes the financial planning software and financial calculators with an increase in his business as his clients are actually getting it now.
Brett Abikhair, Principal & Financial Advisor, Crows Nest, The Selector Group.
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
There is no doubt that the only way to really see how powerful the software to be is to take it for a test drive. I can truly say that it has reopened my eyes to the ways we can make a difference to clients’ lives by taking on a ... more
Peter Audet
Managing Director, Varria, West End QLD
I met with a local solicitor for the first time and I took her through the Financial Planner Client Engagement platform to show her our methodology when meeting a new client. She confirmed she would be referring every client to me. I have been using the Astute Wheel for a ... more
Paul Birch
BFT Group, Erina NSW
To subscribe to Astute Financial Planner please complete this form and we will contact you within 24 hrs to guide you through the financial planning software setup process. You can be using the software within 3 business days.
Astute Wheel 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.
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