AstuteWheel launches new client engagement platform

Utilising new technologies, AstuteWheel managing director Hans Egger said the firm has completely rebuilt its offering on the new platform, improving its user experience.

“We have also brought our development team in-house so that we can be even more responsive to user needs, innovate more quickly, and maintain a higher level of quality control,” he said.

AstuteWheel added that the new platform utilises a low-code development environment, enhancing flexibility and allowing for “rapid iterations” in building, maintaining, and upgrading the firm’s offering.

“This approach allows us to quickly adapt to industry changes, meet adviser needs, and continuously innovate while reducing development costs,” Egger said.

“It also means we can focus on adding new features and improving user experience without being bogged down by complex coding requirements.”

According to Egger, the key to the firm’s success is its “comprehensive suite of tools designed to solve the key challenges faced by financial advisers”.

“From the onboarding of new clients to ongoing client reviews, our platform is built to help automate processes, reduce administrative burden, and allow advisers to spend more time on what matters — building relationships and providing quality advice,” he said.

With more regulatory changes on the horizon for the advice profession, Egger said the platform is well positioned to take advantage of the evolving landscape, while helping advisers do the same.

“Our platform's flexibility and focus on compliance make it easy for financial advisers to adapt to new requirements, ensuring they can continue to provide high-quality advice efficiently,” he said.

“By staying ahead of regulatory changes, AstuteWheel helps advisers not only comply with new standards but also leverage these changes to deliver even better outcomes for their clients.”

In an opinion piece published by ifa last month, AstuteWheel’s head of research and training Johann Maree explained that, as technology continues to evolve within the financial services space, advice firms need to be actively assessing what technology they are using and whether it is beneficial to their business.

“With technology playing a growing role in both business and personal lives, clients now anticipate that advisers will leverage advanced tools to improve service delivery. Financial planning is also evolving, with advisers increasingly dependent on technology to keep their operations running efficiently,” Maree said.

“As a financial adviser, you likely already have a tech stack – software and tools you rely on daily. However, balancing the business of financial advice with keeping that tech stack streamlined can be challenging. If you’re not fully embracing financial technology, your business could struggle to grow in an increasingly digitised marketplace.

“So, how do you maximise the value of your tech stack without getting bogged down by complexity? The answer lies in optimising your tech, ensuring it’s aligned with your goals, and making sure it works effectively for you, your clients and your team.”