The Best of Both Worlds AstuteWheel integrates with Xplan

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In response to a call from advisers using both services, leading financial advice client engagement software provider AstuteWheel has successfully integrated with Xplan. AstuteWheel managing director, Hans Egger, says AstuteWheel decided to integrate with Xplan following requests from mutual clients. “Responses to a question on our own survey of advisers who use AstuteWheel and Xplan

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AstuteWheel shines in 2020 Netwealth AdviceTech Report

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Online fact finds and risk profiling tools, and scaled advice tools, are where advice practices believe they will receive the greatest benefits in financial planning technologies over the next 24 months, according to the 2020 Netwealth AdviceTech Report (the Report), recently released by Netwealth. “AstuteWheel shone in both these categories, according to the 2020 Netwealth AdviceTech Suppliers Guide, which

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AstuteWheel passes cyber security check with flying colours

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AstuteWheel has passed an independent IT & Cybersecurity health check on its business with flying colours. The health check was commissioned by AstuteWheel and conducted by Gridware, a leading third party IT and cybersecurity organisation that delivers world class solutions to help Australian companies protect against and minimise cyber risks. AstuteWheel Managing Director, Hans Egger,

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AstuteWheel Expands Fintech with Regtech

Client engagement solution, AstuteWheel, is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners. AstuteWheel Managing Director, Hans Egger, says the latest version of the software comes with new functionality and a new way of taking up the AstuteWheel offer as well as addressing a

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AstuteWheel launches newest Insurance Planner solution

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AstuteWheel has launched its latest fintech solution, Astute Insurance Planner, which enables advisers to provide better risk advice more efficiently. The solution, which reduces the time taken to prepare risk advice to about an hour integrates three FinTech software systems to provide one seamless solution. It includes an online mini fact-find and risk needs analysis

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AstuteWheel launches Astute Estate Planner

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Leading client engagement platform AstuteWheel yesterday launched Astute Estate Planner at a media event hosted at fintech hub Stone & Chalk. Astute Estate Planner is a stand-alone estate planning tool which revolutionises the process for professionals, including financial advisers, risk advisers, accountants and lawyers. In the case of financial advisers, Astute Estate Planner enables them to

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AstuteWheel expands to South Africa and takes up Turnbull’s FinTech challenge

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AstuteWheel is challenging the boundaries of Australian financial advice, exporting its flagship client engagement platform to South Africa and becoming a member of Stone and Chalk, the independent not-for-profit Fintech hub located in Sydney. Building on its momentum in the Australian financial services market, AstuteWheel ran a Pilot Program with 20 financial advice practices in

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Innovators band together to provide cutting edge solutions for advisers

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Creators of the AstuteWheel, Hans Egger and Michael Topper, have partnered with other financial services innovators, The Social Adviser, Complete Client Connection, Now Sorted!, 64 Media, and PressDev, to launch AdviceInnovation – an online hub providing innovative solutions for Australian financial planning businesses. Mr Topper said the members of AdviceInnovation are some of the very

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Estate Planning out of the too-hard basket

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Financial planners can now provide clients with a tangible estate plan in the time it takes to deliver a client review, according to Hans Egger, co-creator of the AstuteWheel Estate Planning suite of tools.   “Planners need to be dealing with estate planning within their practices in order to make sure their client is fully

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Young advisers get on board the AstuteWheel

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While many young advisers are now degree-qualified, they are seeking more support in the use of soft skills to develop relationships with clients, according to Hans Egger, co-creator of the AstuteWheel. “There is a knowledge gap surrounding soft skills in young advisers as they complete their Paraplanning apprenticeship and seek to gain client-facing experience. These

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