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...
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),...
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...
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...
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...
