Hans Egger, Managing Director of AstuteWheel, said the latest version of the program came with new features and a new way to operate the AstuteWheel offering, while resolving a number of compliance issues.
“As the functionality of the system grew, it became clear that advisors could appreciate the flexibility to implement our various software solutions as needed, starting with the base product which now includes powerful compliance tools and adding additional features later,” Egger said.
The core product, Astute Client Engager, aims to offer a turnkey solution for onboarding new clients, providing engaged clients with more valuable feedback, or re-engaging existing clients who are disengaged or do not have an ongoing service contract in place.
Collection of information using the software is carried out through an online survey and “five-minute financial health check” or electronic reverse survey and changes questionnaire sent to customers examiners.
“This process collects relevant information before the customer meeting and automatically loads it into the customer database to avoid double manipulation of data,” noted Egger.
The solution also includes an objectives-based advisory tool, which integrates compliance requirements and automatically generated reports for audits, a scoping assistant that can transfer relevant information so advisors can review conversations with their clients and reports, as well as automatically generated words. documents.
There are also six suites of modeling calculators, which can be added based on the advisor’s needs, including an income planner, an investment planner, and a retirement planner.
