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United States : ASTUTEWHEEL expands software portfolio.

Financial planning software platform, AstuteWheel, has expanded their software portfolio with an estate planning part.

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.

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Publication:Mena Report
Date:Apr 12, 2014
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