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The Best of Both Worlds: AstuteWheel integrates with Xplan

The Best of Both Worlds: AstuteWheel integrates with Xplan

by 64mediateam | Sep 28, 2020 | Astute Wheel, Media Releases

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...
AstuteWheel shines in 2020 Netwealth AdviceTech Report

AstuteWheel shines in 2020 Netwealth AdviceTech Report

by 64mediateam | Jul 21, 2020 | Astute Wheel, Media Releases

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),...
AstuteWheel shines in 2020 Netwealth AdviceTech Report

AstuteWheel passes cybersecurity check with flying colours

by 64mediateam | Mar 31, 2020 | Astute Wheel, Media Releases

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...
AstuteWheel Expands Fintech  with Regtech

AstuteWheel Expands Fintech with Regtech

by 64mediateam | Jun 26, 2019 | Astute Wheel, Media Releases

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...

Clients owning decisions the future of risk advice

by 64 Media | Jun 29, 2018 | Astute Wheel, Media Releases

AstuteWheel has today 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...
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