AstuteWheel enhances client engagement platform
AstuteWheel has rebuilt its platform and brought its development team in-house to better adapt to industry changes.
The financial planning software helps advisers to improve their client experience through engagement tools and financial calculators. It was designed to simplify the advisory process and improve practice efficiency to drive greater results for advisers.
It has announced a full rebuild of its platform using new technology and also moved its development team in-house to enhance the software.
The new platform leverages a low-code development environment, AstuteWheel stated, ensuring flexibility and efficient iterations in building, maintaining and upgrading its services.
“We have completely rebuilt our offer on a new platform, taking advantage of the latest technology to deliver an even better experience for users,” commented Hans Egger, AstuteWheel managing director.
“We have also brought our development team in-house so that we can be even more responsive to user needs, innovate more quickly, and maintain a higher level of quality control.”
This approach will allow AstuteWheel to quickly adapt to industry changes, better meet advisers’ needs and drive innovation while reducing development costs, Egger added.
“It also means we can focus on adding new features and improving user experience without being bogged down by complex coding requirements.”
Moreover, the managing director said the changes mean the firm is positioned to benefit from changes relating to the Quality of Advice Review and the Delivering Better Financial Outcomes legislation.
“Our platform’s flexibility and focus on compliance make it easy for financial advisers to adapt to new requirements, ensuring they can continue to provide high-quality advice efficiently. By staying ahead of regulatory changes, AstuteWheel helps advisers not only comply with new standards but also leverage these changes to deliver even better outcomes for their clients.”
Compliance consultancy Assured Support previously highlighted that proactive compliance risk management has become both a “regulatory necessity” and a “cornerstone of ethical excellence” for financial advice practices and licensees.
Egger continued: “At the heart of AstuteWheel’s success is our comprehensive suite of tools designed to solve the key challenges faced by financial advisers.
“From the onboarding of new clients to ongoing client reviews, our platform is built to help automate processes, reduce administrative burden, and allow advisers to spend more time on what matters – building relationships and providing quality advice.”
AUTHOR
Jasmine Siljic
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