http://australianfintech.com.au/ Connecting Australian FinTech Wed, 23 Oct 2024 23:36:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://australianfintech.com.au/wp-content/uploads/sites/7/2015/06/logo-words-orange-background-small-50x50.png http://australianfintech.com.au/ 32 32 https://australianfintech.com.au/astutewheel-revolutionising-client-engagement-with-the-latest-technology/ Wed, 23 Oct 2024 13:10:48 +0000 https://australianfintech.com.au/?p=188834 AstuteWheel are focussed on helping financial advisers improve client engagement by simplifying the advisory process and improving practice efficiency through technology.]]> https://australianfintech.com.au/values-as-important-as-goals-astutewheel/ Tue, 25 Jun 2024 01:00:30 +0000 https://australianfintech.com.au/?p=187613 Values are as important to clients as goals and the evidence is in plain sight according to Dr Michael Topper, Director of AstuteWheel.]]> https://australianfintech.com.au/astutewheel-celebrates-11th-anniversary-with-launch-of-astutewheel-4-0/ Tue, 23 May 2023 02:10:01 +0000 https://australianfintech.com.au/?p=183012 AstuteWheel has celebrated its 11th anniversary with the launch of AstuteWheel 4.0.]]> https://australianfintech.com.au/astutewheel-backs-adviser-innovation-summit/ Wed, 30 Mar 2022 19:10:41 +0000 https://australianfintech.com.au/?p=175980 This year’s summit has been designed to equip advisers with the knowledge and tools around the latest financial buzzwords and trends]]> https://australianfintech.com.au/refining-client-engagement-through-fintech/ Sun, 09 Jan 2022 01:31:08 +0000 https://australianfintech.com.au/?p=174444 The use of fintech is essential for advisers to have a client-centric focus during meetings, as well as improving business growth.]]> https://australianfintech.com.au/astutewheel-shines-again-in-2021-netwealth-advicetech-report/ Tue, 05 Oct 2021 04:39:51 +0000 https://australianfintech.com.au/?p=172848 Leading goals-based financial advice and client engagement software platform, AstuteWheel shines again in the 2021 Netwealth AdviceTech Report.]]> https://australianfintech.com.au/the-best-of-both-worlds-astutewheel-integrates-with-xplan/ Sun, 27 Sep 2020 23:40:12 +0000 https://australianfintech.com.au/?p=144944 In response to a call from advisers, leading financial advice client engagement software provider AstuteWheel has successfully integrated with Xplan.]]> https://australianfintech.com.au/australian-fintech-company-profile-98-astutewheel/ Tue, 18 Aug 2020 01:28:21 +0000 https://australianfintech.com.au/?p=141423 AstuteWheel provides financial planning software for premium financial planners so that they can provide better level of advice to their clients.]]> https://australianfintech.com.au/astutewheel-shines-in-2020-netwealth-advicetech-report/ Wed, 22 Jul 2020 05:22:39 +0000 https://australianfintech.com.au/?p=139853 AstuteWheel shines in the 2020 Netwealth AdviceTech Report and is now well-positioned for growth.]]> https://australianfintech.com.au/count-financial-launches-technology-integrations/ Wed, 01 Apr 2020 21:00:39 +0000 https://australianfintech.com.au/?p=116001 Count Financial has solved one of the challenges faced by converged accounting and advice businesses, launching a series of back-end integrations.]]> https://australianfintech.com.au/astutewheel-passes-cybersecurity-check-with-flying-colours/ Mon, 30 Mar 2020 01:17:21 +0000 https://australianfintech.com.au/?p=114700 Australian fintech firm AstuteWheel has passed an independent IT & Cybersecurity check on its business with flying colours.]]> https://australianfintech.com.au/astutewheel-expands-fintech-with-regtech/ Tue, 25 Jun 2019 23:46:05 +0000 https://australianfintech.com.au/?p=26486 AstuteWheel is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners.]]> https://australianfintech.com.au/the-finalists-of-the-2019-fintech-business-awards-have-been-announced/ Tue, 05 Feb 2019 23:36:36 +0000 https://australianfintech.com.au/?p=20016 The finalists of the 2019 Fintech Business Awards have been announced. Congratulations and good luck to all the finalists – both individuals and companies.]]> https://australianfintech.com.au/fintech-make-advice-enjoyable/ Thu, 15 Nov 2018 22:53:33 +0000 https://australianfintech.com.au/?p=18790 A software integration firm has highlighted how technology should be about making the client experience of advice more “enjoyable” as well being agile to constantly changing adviser needs. At a media roundtable in Sydney yesterday, YTML director Terri Ho said a lot of emotion is attached to financial advice, however it tends to become really dry and go down to the numbers. Further, she said that a lot of the time, trust is more important for the client and that it’s those emotional aspects that clients are looking for. “We have to make advice enjoyable. We have to make the experience of receiving advice enjoyable. And it’s certainly not enjoyable,” […]]]> https://australianfintech.com.au/ytml-opens-seido-financial-advice-app-store/ Sun, 07 Oct 2018 21:58:20 +0000 https://australianfintech.com.au/?p=18110 YTML will officially open the Seido Financial Advice App Store at the Association of Financial Advisers (AFA) Conference on the Gold Coast this week. YTML CEO, Kevin Liao said Seido, which has already attracted various providers including SuiteBox,  AstuteWheel, Omnium, ChantWest and customised offers, enables Apps which have been designed for each stage of the financial advice process to work together to create client-friendly, succinct and compliant advice documents in a fraction of the time it currently takes. “In this sense, the Seido App Store moves beyond what we traditionally think of when we think of App stores,” Mr Liao said. “It is designed to not only act as a […]]]> https://australianfintech.com.au/astutewheel-launches-new-astute-insurance-planner-solution/ Thu, 28 Jun 2018 22:40:45 +0000 https://australianfintech.com.au/?p=16274 AstuteWheel has today launched its latest fintech solution, Astute Insurance Planner, which enables advisers to provide better risk advice more efficiently. The solution, which reduces the time taken to prepare risk advice to about an hour integrates three FinTech software systems to provide one seamless solution. It includes an online mini fact-find and risk needs analysis calculator, created by AstuteWheel; a risk research and quoting tool, which is an integrated OmniLife App; and a Workflow, Statement of Advice wizard and CRM provided in Seido. Seido is an integration hub designed by YTML to solve the connectivity challenges advice businesses face when delivering advice. Hans Egger, Managing Director of AstuteWheel, said, […]]]> https://australianfintech.com.au/fintech-not-threat-fpa/ Fri, 24 Nov 2017 00:07:24 +0000 https://australianfintech.com.au/?p=13135 Financial planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals Congress in Hobart this morning, the whitepaper maps fintech to the financial planning process and highlights that increased revenue, operational efficiencies and reduced client costs as some of the advantages advisers and planners can gain if they embrace fintech solutions. It maps out the financial planning process in six key steps and pinpoints where new technology can best add value in the process, particularly in the areas of compliance and regulatory requirements. According to […]]]> https://australianfintech.com.au/company/astutewheel/ Mon, 04 Apr 2016 06:19:34 +0000 http://australianfintech.com.au/?post_type=u_project&p=6033 AstuteWheel provides financial planning software to improve the way advisers engage with their clients. ]]> https://australianfintech.com.au/aussie-fintech-company-astutewheel-expands-to-south-africa/ Sun, 03 Apr 2016 23:40:34 +0000 http://australianfintech.com.au/?p=6009 Fintech company AstuteWheel has launched its client engagement platform in South Africa, as the overseas advice market prepares to undergo similar regulatory reforms to Australia. Speaking at a media briefing in Sydney yesterday, AstuteWheel co-founder and managing director Hans Egger said the South African financial advice industry was beginning to move away from commissions, presenting an opportunity for a product that helps clients understand the value of advice. “It is a sophisticated financial advice market looking to grow and our solution really fills a gap for many of these practices, which are already providing good advice but need a more efficient and better client engagement process to demonstrate to clients […]]]>