Our new Astute Wheel software now provides four options to meet the needs of any advice practice. Choose the software package that suits you now and then scale up when you are ready.
Engage – the best in client engagement
Our base product has everything to improve your client engagement and includes a secure client portal where clients provide, update and view their personal and financial information. The database populates the fact find, reverse fact finds, goals tool, scoping tool and produces letters of engagement.
Advise – enhance your advice delivery
Includes all the features of Engage, plus the ability to enhance your advice delivery using the goals tool and cashflow modelling calculators in a visual and easy-to understand way. Use our interactive tools to educate clients, set and track goals, scope advice, easily produce compliant file notes, support advice delivery and generate review documents quickly.
Manage – better practice management
Combines all the features of Engage and Advise along with tools to further streamline and automate your practice management processes with workflows, tasks and electronic compliance checklists to ensure that you deliver better advice to more clients efficiently.
under development
Improve - serious business improvement
The full suite product adds business improvement tools and a success road map to increase the profitability and value of your business. Get your practice ready for growth, succession or sale. See our website for a full list of features.
Xplan integration is under development
Xplan integration is now available in Beta for IFA’s with direct Xplan licenses and progressively for dealer group licenses.
