Page 20 - Choose_Astute
P. 20

TECHNOLOGY

Platforms

At Astute we are committed to ensuring our members have access to the
technology they need to effectively grow their businesses. This includes
dedicated resources within the business with specialist knowledge of our
technology platforms.
ASTUTE ONLINE - Astute Online is a portal that contains information for
all of our members including marketing, product information, the Astute
manual and other information you and your team need to manage your
business on a daily basis.
GEM - Built on a cloud based platform, GEM is a cutting edge CRM that
allows our members to electronically lodge loan applications to our lending
partners, and also gives you the ability to communicate to your clients, all
in the one system. GEM incorporates a market leading client portal allowing
full transparency and ease of communication throughout the lending
transaction.
XPLAN - Xplan is the leading system in the Financial Planning profession,
helping our members to automate the workflows in their businesses and
provide quality and timely advice. Xplan can also automate marketing and
client communications.
   15   16   17   18   19   20   21   22   23   24