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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, manuals and
other information you and your team need to manage your business on a
daily basis. The portal includes lender documents, calculators and other
tools that are updated as new information is provided by our partners.

CREDIT POLICY MATRIX - The credit policy matrix is a scenario tool that
showcases multiple lender policies in one spreadsheet and is an indexed
guide that allows brokers to search a specific topic across all lenders. The
matrix substantially reduces the amount of time a broker spends waiting
on scenario lines and BDMs to clarify a policy or niche.

COMPASS - Compass is the leading system in the Financial Planning
profession, helping our members to automate workflows in their
businesses and provide quality and timely advice. Compass can also
automate marketing and client communications.