AstuteWheel releases new software for advisers
AstuteWheel has rolled out a standalone software tool that allows advisers to complete the estate planning process in less than an hour.
Speaking at a media event in Sydney last week, AstuteWheel co-founder Hans Egger said: "Astute Estate Planner helps clients understand and consider important things, like deciding on an executor, guardians or beneficiaries before meeting with their estate planning professionals.
"Clients can therefore complete much of the perfunctory information required by their professionals electronically before meeting with them."
The planning tool uses auto-generated visuals, including electronic family trees and entity diagrams recording the client's wishes regarding wills, beneficiaries, powers of attorney and guardianship, and notes how they would like their estate to be distributed and protected, according to a statement.
"The information collected and documented using Astute Estate Planner by the adviser can be imported into legal document generation systems such as, for example, Yodal and View Legal, to produce draft wills and estate planning documents for the lawyer for review and discussion with the client," Mr Egger said.
"This integration work has provided a seamless, cost-effective and efficient experience for clients."
The development of Astute Estate Planner follows last year's launch of its estate planning module to its financial adviser users, the statement said.
Bravura to acquire Midwinter for $50m
Bravura Solutions has announced it has entered an agreement to acquire financial...
IRESS records 10% profit growth in 1H19
Advice software provider IRESS noted significant revenue growth in its APAC fina...
FPA members to be given education discounts
The Financial Planning Association of Australia has teamed up with five higher e...