What are the most in demand pieces of tech for advisers?
IFA | October 21, 2020
New research has revealed the technology types advice firms are most keen to adopt in the next two years, and which businesses are likely... Read more »
AstuteWheel integrates with Xplan
IFA | September 29, 2020
Financial advice engagement software provider AstuteWheel has integrated with Xplan following demand from advisers using both services. he... Read more »
The Best of Both Worlds: AstuteWheel integrates with Xplan
Australian FinTech | September 29, 2020
In response to a call from advisers using both services, leading financial advice client engagement software provider AstuteWheel has... Read more »
About Astute Wheel
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.