Solution introduction
A fully developed financial advice delivery platform packaged with the power of 20 of Australia’s best live Modelling Calculators
Astute Financial Planner is the ultimate end-to-end client engagement process for professional financial planning practices
Harness the power of interactive financial modelling to truly engage your clients.
Features and tools:
- Online information gathering
- Client education tools
- Goals-based advice & scoping wizard
- Letter of engagement & ongoing service agreements
- Modelling calculators (20)
- Reporting & compliance
- Marketing tools
- CRM integration
