Financial planners can now get a true end-to-end software solution with the strength of AstuteWheel’s client engagement tools and the power of Xplan’s CRM and Statement of Advice production.
Client data can now be easily transferred to Xplan to create the SOA’s, ROA’s and to take advantage of Xplan’s CRM capabilities. Information flows from questionnaires to the client database and then to each downstream tool providing efficiency for the adviser as well as capturing all the relevant compliance data. File notes and other documents generated through the AstuteWheel software can then be saved in Xplan to create your audit trail.
AstuteWheel allows new clients to better understand the extent of your service offering and how you can vastly improve their financial circumstances and achieve their goals.
Advisers who use the AstuteWheel process find new clients are much more likely to accept their offers because they see value and are willing to pay more.
The end-to-end process with new clients in 7 steps:
Continuous justification of your fees now happens almost automatically. Why? Because clients are focussed and involved with how you are assisting them achieve their goals across all six areas of advice.
It’s also much easier to awaken disengaged clients when you introduce them to a new way of looking at financial planning. The client journey you can now provide is collaborative, educational and empowering.