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.