Reviews

I had a client complete the new values questionnaire yesterday. It is an excellent document and is going to greatly assist in the advice process for them as they want to do a lot and need to be able to Read more

AstuteWheel has helped providing meaningful discussions with new and existing clients at every meeting. The ability to show value-add graphically on the screen with new clients is incredibly powerful. Every meeting I can demonstrate how the advice we provide is Read more

I just thought I would pass on my feedback on my experiences in using AstuteWheel software for virtual meetings since the outbreak of COVID-19. I have been using the AstuteWheel financial planning and estate planning tools for many years to Read more

The biggest challenge that our industry generally faces is that of engaging the uninitiated in a true financial planning conversation. The Astute wheel allows advisers to better structure their initial and ongoing client interactions, quickly highlight areas of concern and Read more

Congratulations on the estate planning tool. Simply brilliant! Read more