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AstuteWheel's Estate Planning Tool
14 April 2014
The comprehensive AstuteWheel Estate Planning solution enables all parties involved in the process – the client, financial planner, solicitor and accountant - to understand the client’s situation, without the client having to repeat and recall their details to each professional. The tools helps financial planners walk their clients through the estate planning process, ultimately producing an estate plan briefing document which they can take to a solicitor.
  • “ It’s really engaging for my clients and helps them understand exactly what we can do for them, and the best part is, it’s twice as efficient for my business. ”
      Matt Leech, PSK Financial Services

  • “ The insurance calculator has been an excellent tool working with clients - a huge improvement on the ‘back of the envelope’ calculation the client had experienced with a previous adviser.”
      (Robert Reid, RK Financial Planning)
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  • “ Excellent tool for adviser value proposition and client engagement. Best risk calculator I have seen in 20 years in the business.”
      (Robert Reid, RK Financial Planning)
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