Astute Wheel is Australia's leading financial planning software to engage with clients, provide advice, manage the practice and improve the business.
Book demoA complete Financial Planning Software ecosystem that helps advice practices with client engagement, advice delivery, practice management and business improvement.
Four new product options to meet the needs of any advice business.
Improve your client engagement using a secure client portal where clients can provide and update their personal and financial information. Clients can view their data at any time and access documents. The database populates your fact find, reverse fact find, the goals, values and scoping tools, and letters of engagement – saving you time.
Secure collection of personal and financial information, messaging and document sharing. Also provides clients with an overview of all their information in one protected location.
Financial Health Check, About You, Goals, Values, Reverse Fact Find, Risk Profile, Budget, Health, Assets, Liabilities, Entities and those customised by you.
SMART goal setting and tracking, values, scoping of advice tool.
Fact Find, Letter of Engagement, Authority to Proceed.
Financial Health Check, How We Can Help You, Why You Need Insurance Video, Financial Planning Explained Video/ Slides.
Enhance your advice delivery by using the goals tool and cashflow modelling calculators in a visual and easy-to understand way. Use our tools to educate clients, set and track client goals, scope advice, produce compliant file notes, provide advice and generate review documents quickly.
20+ visual modelling calculators used live to educate and collaborate with clients.
Multiple cashflow scenarios can be compared to show the impact of strategies.
Currently SOA/ROA’s aren’t produced from the software. Calculator graphs, goals, values and scoping visuals can be copied to your own advice templates.
Structured, efficient and logical processes produce valuable review meetings.
Comprehensive modelling file notes generated quickly.
Workflows, tasks and compliance checklists streamline practice management processes, ensuring better advice delivery with greater efficiency. Customise your business settings and documents.
An overview of all your business activity improves productivity and visibility.
Build your own efficient processes, making it easier to monitor activities and achieve deadlines. (*in beta development).
Client Management tools improve your value proposition and the overall client experience.
Workflow history, activity history, checklists, file notes and document capabilities ensure client….
Customise the questionnaires, documents and templates around your business value proposition.
Use the business improvement tools and success road map to increase the profitability and value of your business; and get your practice ready for succession or sale.
Tools to help you design your process. You can adopt or adapt AstuteWheel’s workflow and task templates or create your own.
Design your business model and then use our tools to implement a business plan, marketing plan, client segmentation, cost to serve, service packages and pricing to improve profits.
Identify and mitigate your risks. Keep pace with industry developments your business might need to adopt to change or grow.
Conduct a Practice and Business Assessment, with benchmarking against your peers, to confirm what needs to be improved.
Implement the Disciplines of Practice Performance to take your business from where it is now to being sale-ready in the future.
What I like most is that it is a simple tool to use to facilitate the estate planning process and easy for a client to understand. We find the process really easy and the tool is fantastic and a great way to engage with our clients.
I had a client complete the new values questionnaire yesterday. It is an excellent document and is going to greatly assist in the advice process for them as they want to do a lot and need to be able to ... Read more
AstuteWheel has helped providing meaningful discussions with new and existing clients at every meeting. The ability to show value-add graphically on the screen with new clients is incredibly powerful. Every meeting I can demonstrate how the advice we provide is ... Read more
What I like most is that it is a simple tool to use to facilitate the estate planning process and easy for a client to understand. By them answering the right questions, and by mapping it out, it allows them ... Read more
Congratulations on the estate planning tool. Simply brilliant! Read more
I just thought I would pass on my feedback on my experiences in using AstuteWheel software for virtual meetings since the outbreak of COVID-19. I have been using the AstuteWheel financial planning and estate planning tools for many years to ... Read more
The biggest challenge that our industry generally faces is that of engaging the uninitiated in a true financial planning conversation. The Astute wheel allows advisers to better structure their initial and ongoing client interactions, quickly highlight areas of concern and ... Read more
The future of financial advice is client engagement software. AstuteWheel is the number one Australian software focussed on improving client engagement for financial planners.
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AstuteWheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition. ... Read more