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.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.