United States : ASTUTEWHEEL expands software portfolio.
Joint creator Hans Eggar said the tools aim to cut the time planners, clients and solicitors spend studying the details of estate planning wishes.
He said : "In the past, the process of preparing estate plans has not been efficient and some planners have either outsourced the task to their referral partners or put it in the too-hard basket. The AstuteWheel Estate Planning tools will take the estate planning discussion to the next level, ensuring that the client is best looked after within the planner s practice - a trusted environment."
The estate planning part can be availed by planners who buy the entire AstuteWheel package.
2014 Al Bawaba (Albawaba.com) Provided by Syndigate.info , an Albawaba.com company
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|Date:||Apr 12, 2014|
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