Hans Egger

AstuteWheel has leveraged cutting-edge technology and brought its development team in-house, to revolutionise its leading financial advice client engagement platform.

‘We have completely rebuilt our offer on a new platform, taking advantage of the latest technology to deliver an even better experience for users,’ said AstuteWheel Managing Director, Hans Egger. ‘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.’

The new platform leverages a low-code development environment, ensuring flexibility and rapid iterations in building, maintaining, and upgrading the AstuteWheel offer.

‘This approach allows us to quickly adapt to industry changes, meet adviser needs, and continuously innovate while reducing development costs,’ Mr Egger said. ‘It also means we can focus on adding new features and improving user experience without being bogged down by complex coding requirements.’

AstuteWheel offers powerful client engagement and advisory solutions to financial advisers, designed to enhance the client experience, simplify the advisory process, and improve practice efficiency, giving advisers what they need to thrive in a competitive landscape.

‘At the heart of AstuteWheel’s success is our comprehensive suite of tools designed to solve the key challenges faced by financial advisers,’ Mr Egger said. ‘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.’

Mr Egger said AstuteWheel is well positioned to take advantage of changes relating to the Quality of Advice Review as they are legislated.

‘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,’ he said. ‘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.’

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