New planning tool does the job in an hour

AstuteWheel/fintech/client-engagement/

image
image
expand image

Client engagement platform, AstuteWheel, has launched its Astute Estate Planner at a media event at Sydney fintech hub, Stone & Chalk.

Astute Enable Planner is a stand-alone tool which allows planners, financial advisers, accountants, risk advisers and laywers to cut down their work to an hour or less. Using the planner, a lawyer is able to meet with a client and confirm that draft documents satisfy them in 45-60 minutes, while an adviser can meet with, and document a client's needs, in as little as half an hour.

AstuteWheel's Hans Egger said the rapid speed of the tool would allow advisers to spend better quality time with clients and allow technology to speed up processes.

"Clients can therefore complete much of the perfunctory information required by their professionals electronically before meeting with them," he said.

"This translates to considerable savings in both time and money for the client and better, more efficient meetings not only for financial advisers but also for other professionals engaged in the process such as lawyers and accountants."

Egger has called the planner ‘a seamless, cost effective and efficient experience' for clients, driven by AstuteWheel's commitment to making processes simpler and more effective,

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND