AstuteWheel adds estate planning tools
The founders of financial planning software platform, AstuteWheel, have added an estate planning component to their software suite.
The tools have been designed to reduce the time planners, clients and solicitors spend going over the details of estate planning wishes, according to co-creator Hans Eggar.
“In the past, the process of preparing estate plans has not been efficient and some planners have either outsourced the task to their referral partners or put it in the too-hard basket,” he said.
“The AstuteWheel Estate Planning tools will take the estate planning discussion to the next level, ensuring that the client is best looked after within the planner’s practice - a trusted environment.”
The estate planning component will be available to planners who purchase the whole AstuteWheel package.
AUTHOR
Mike Taylor
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
