Astute Wheel – Client Engagement Software helps financial advisers:

  • Educate Clients: by being able to simplify the complex and explain to clients what the benefits of financial planning strategies are in plain English.
  • Increase Value: use the Goals Tool to assist clients with setting SMART Goals; demonstrate how particular strategies can help clients achieve their goals using highly visual modeling calculators live with the client.
  • Scoping & Scaling: use the Scoping Tool to efficiently and comprehensively scope and scale advice.
  • Increase Sales: by showing real value and to easily justify fee-for-advice.
  • Improve Efficiency: by gathering key information from prospects and existing clients prior to meetings to free up more time in meetings to discuss how they can help their clients.
  • Tighten Control: by being better prepared for meetings so the real value of advice is shown early in client the meeting and advice process.
  • Improve Compliance: by quickly and easily producing comprehensive file notes which also save time on para-planner briefings.
  • Increase Marketing: by using the marketing tools to promote their services and gain new prospects and clients.