New planning tool does the job in an hour

AstuteWheel/fintech/client-engagement/

image
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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 17 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Powered by MOMENTUM MEDIA
moneymanagement logo