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

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