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Showing 1 - 10 of 10 results for "AstuteWheel"

Fintechs settle legal stoush

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Astute Wealth Advice and Lumiant have reached an agreement to settle an alleged copyright breach. According to AstuteWheel managing director Hans Egger, Lumiant has agreed to a number of actions set out in the Cease and Desist letter sent earlier this ...

Astute Wealth alleges copyright breach

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
... alleging that it breached "substantial copyright" with respect to its financial planning client engagement platform AstuteWheel. Astute claims that Lumiant's Confidence questionnaire, a series of financial health questions on its platform, has "substantially ...

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Client engagement software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services. AstuteWheel managing director Hans Egger said 80% of advisers who use AstuteWheel ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
Financial planning software provider AstuteWheel launched the third generation of its software solution, with new regtech capabilities. The third generation of the firm's software adds functionality, with a new base product allowing advisers to onboard ...

YTML launches advice app aggregator

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
... together to efficiently create compliant advice documents. Some of the providers already involved include SuiteBox, AstuteWheel, Omnium and ChantWest. YTML chief executive Kevin Liao said the Seido App Store goes beyond the traditional app store. "It ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

AstuteWheel launches one-hour estate planning

ALEX BURKE  |  THURSDAY, 9 JUN 2016
Adviser platform AstuteWheel has launched its Astute Estate Planner service, which enables rapid implementation of the estate planning process. Specifically, the tool allows planners to "facilitate" the development of an estate plan - on which they ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
... that the Social Adviser, which helps advisers design their social media strategy, has recently partnered with AMP. AstuteWheel director Michael Topper said that small independent businesses are taking a "bottom-up" approach. "We find good practices that ...

Client education initiative joins AdviceInnovation

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... should be able to do it cost effectively and ensure it looks great." Innergi joins other AdviceInnovation members AstuteWheel, 64 Media, Now Sorted!, Complete Client Connection, The Social Adviser, and PressDev.

AstuteWheel launch estate planning tool

LAURA MILLAN  |  MONDAY, 7 APR 2014
AstuteWheel have launched an estate planning tool that helps advisers gather their clients' information before they meet with the solicitor. "Usually clients don't know where to start when it comes to estate planning and unless the adviser knows how ...
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