AstuteWheel adds regtech capability for advisers

The new Astute Client Engager product provides a turn key solution for financial advisers to onboard new clients, provide engaged clients with a more valuable review, or to re-engage existing clients who are either disengaged or who do not have an ongoing service agreement in place, AstuteWheel said in a statement.

AstuteWheel managing director Hans Egger said the latest version of the software comes with new functionality and addresses a number of compliance issues that have frustrated advisers for years.

“As the system functionality expanded it became obvious that advisers may like the flexibility to implement our various software solutions as and when required, starting with the base product that now includes powerful compliance tools and adding additional functionality later,” Mr Egger said.

Further, the Mr Egger said information gathering is made simple via an online fact find and five-minute financial health check sent to new clients or via an electronic reverse fact find and changes questionnaire sent to review clients.

“This process allows relevant information to be collected before the client meeting and automatically loaded into the client database to avoid any double handling of data,” he said.

Adrian Flores

Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

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