Financial planning software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and value.
In financial planning there are six interdependent areas of advice that all your client’s need to address. When each of the six areas are functioning efficiently then the client achieves balance in their financial world, enabling you to improve their circumstances and limit their risk.
Rather, use a client engagement system that provides an efficient adviser methodology, a valuable client journey and compliance embedded within the process.
Astute Users report:
Clients prefer the convenience of digital forms and questionnaires and know it will make their meeting time productive and rewarding. With automated fact finding and exploration of client goals, essential documentation is gathered in hours, not days or weeks.Learn more
Client education is crucial, yet even seasoned advisers can’t justify time to educate certain clients. Our included educational tools work because they facilitate rapid comprehension of complex financial concepts.Learn more
In accordance with ASIC guidelines our latest toolset empowers advisers to accurately and rapidly map their clients goals and objectives and produce a thorough Scope of Advice document with automated ease. Goals can be tracked over time and archived when achieved. Quickly determine what’s in and out of scope with the Scoping Wizard.Learn more
Expand your capabilities as a professional planner and conduct interactive financial modelling in front of clients to visually demonstrate complex financial strategies. Add any one of these specialist financial calculators suites to your Astute Client Engager platform or take advantage of packaged collections in Astute Financial Planner.Learn more
Facilitates a comprehensive risk needs analysis with summary and file notes. Calculators include Life Insurance, Income Protection, Total and Permanent Disability, Trauma & Critical Illness. Add current policy and replacement product information and click “generate” to produce the SOA in seconds.
AstuteWheel has API integration with Xplan via the Roar Integration Hub. Planned integration coming for Adviser Logic, PractiFi and Xeppo. Please check the News section of this website for updates on our CRM integration timetable as it rolls out.Learn more