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AstuteWheel software was developed to provide financial advisers with a simple to use set of tools for their client engagement process:

Improve Business Efficiency: by gathering key information from prospects and existing clients prior to meetings and providing a structured client engagement process that seamlessly flows information through a series of tools with no need to re-input data.
Improve Compliance: by taking clients through our Goals Based Advice and Scoping of Advice tool and quickly and easily producing Letters of Engagement and Ongoing Service Agreements as well as comprehensive file notes for a thorough audit trail.
Educate Clients: by collaborating with the client to both understand their needs and explain the benefits of the financial planning process and to simplify the often complex strategies choices available to them.
Increase Value: by using the financial planning strategy modeling calculators live with the client to visually illustrate how particular strategies could benefit them.
Increase Client Retention & Sales: by showing real value and to easily justify fee-for-advice.
Increase Marketing: by using the marketing tools to promote their services and gain new prospects and clients.

DASH Technology Group is the first advice technology solutions company to focus on solving problems across the end-to-end adviser experience.

DASH offer highly flexible and easy to implement solutions enabling financial advisers to create their own experience to achieve their goals faster.

Access end-to-end software and platform solutions or use part of their technology toolkit to complement your existing workflow or overcome particular problem. Seamlessly work from client engagement to a strategy optimisation, digital SOA through to the platform.

• Streamline your practice while maintaining focus on your client’s experience
• Pick and choose from Dash modules and integrated, best of breed partners to build your own software package
• Cashflow modelling optimisation which slashes time to generate SoAs, demonstrates the value of advice and engages your client
• Show and track how clients will reach their goals
• Never re-key client data by utilising a platform that is fully integrated into your advice software package
• Manage and adjust your client’s portfolios at scale by a specialist, next generation managed account platform

Asendium empowers financial planning businesses to service more clients efficiently and seamlessly. Built on the vision of automating what you can and humanising where you must - Asendium helps scaling financial planning businesses thrive by providing a uniformed framework for team members to produce consistent advice. Made for comprehensive to scaled advice, empower your team to generate unlimited pieces of advice in house, in a matter of hours. Driven by people, powered by today’s technology - don’t just survive, thrive. To learn more about Asendium, visit our website.

At FinClear, technology and progress are in our DNA. Our Financial Markets infrastructure could be likened to other major global platforms that deal with massive amounts of data and huge volumes of transactions that are executed in real time to a vast audience. We are the only service provider in the space that owns both our own regulatory and technology infrastructure. Most have either one or the other. Therefore, we listen to our clients and build technology solutions that help solve their problems.

We are a wholesale provider only, we do not deal directly with retail clients and most importantly we do not compete with our intermediary clients - that is our number 1 rule! Integrity, independence, security and self-reliance underpins our ability to deliver and quickly scale for Financial Markets.

At Integrated, we take pride in achieving what others thought impossible.

As an independently owned and operated administration platform, with over $8 billion dollars of FUA, we’ve built a strong reputation around our determination to succeed, creating reliable and straightforward solutions that provide real value for our clients.

Integrated was designed by wealth management professionals, frustrated by the administrative workload that all wealth managers face when servicing their clients. It is a leading-edge platform designed to remove all client portfolio administration from the workload associated with servicing clients.

The complexities of dealing with numerous organisations to make the amalgamation between investment execution and portfolio administration are managed by Integrated to provide a seamless experience.

We support all types of wealth management businesses, from Family Offices to EAM’s, accountant’s, Private Banks and Financial Advice businesses. We understand different businesses have different needs and we retain the flexibility to tailor our platform to suit the specific needs of different organisations.

At Integrated, our aim is to simplify the complex.

At Midwinter, we know there’s a human interaction behind every quality advice experience.

That’s why we’re focused on supporting you, with software that simplifies how you deliver advice. From managing compliance to scaling your practice, our software supports your everyday tasks so you can focus on providing great advice and growing your business.

Our flagship financial planning solution AdviceOS provides sophisticated financial modelling, product comparison, practice management, client engagement and compliance modules.

AdviceOS was built for every financial advice business – from small practices to large institutions. As a cloud-based financial advice solution it’s easy to implement into your practice and Midwinter looks after all of the software updates and management.

Successful advice practices never stand still, so neither do we. At Midwinter, we’re focused on the success of our clients. That’s why our innovation program is currently looking to the future and delivering solutions that support the changing needs of clients and the regulatory environment.

Take your practice into the digital age with AdviceOS, an AdviceTech solution built for the future.

Plutosoft is a comprehensive financial planning software and practice management program. Built to solve the industry’s greatest challenges, Plutosoft helps financial planning firms produce high quality advice documents in a fraction of the time.

As the industry’s complete, all in one solution, Plutosoft has helped ‘rocket fuel’ the success of leading financial planning firms around Australia.

In a fast-changing world, financial planners need modern, cutting-edge technology to drive growth, deliver efficiency and improve performance. Plutosoft is proud to be that solution.

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