Gathers client information online, educates clients, models strategies live, auto-produces compliant file notes and markets your business. Compliance is built seamlessly into the system providing reports, comprehensive file notes and an audit trail
Clients prefer the convenience of digital forms and questionnaires and know it will make their meeting time productive and rewarding. Client data auto loads to the software.Learn More
Educational tools to make the advice process rewarding for clients and advisers alike. Employ easy templates and web content to carry your practice brand.Learn More
Determines what's in and out of scope so you can scale your advice and identify implications with ease. Comprehensive Scoping Document covers compliance.Learn More
A suite of high-level strategy modelling tools to impress the socks off any client. They are live, powerful, professional only available from AstuteWheel.Learn More
Get the competitive advantage with AstuteWheel's real world automated reporting mechanisms. Automation is your gateway to providing better advice... and to more clients.Learn More
Australia's premiere client engagement platform already offers API integration with Xplan via Roar. With more CRM's planned for integration with AstuteWheel.Learn More
Moving to digitally supported financial advice delivery is easier than ever with our new foundation platform Astute Client Engager. We also offer Free Practice Set-up, Scheduled Training Webinars, Video Tutorials and Bi-annual User Forums nationwide.
Once you've attended a live free weekly webinar, simply register online, provide a few basics like your logo and FSG and we'll do the rest to ensure smooth transition.
Use the BOOK DEMO button above to view dates and times for regularly scheduled online demonstrations of key Astute products. Ask questions, get answers. Training is free.
We conduct free bi-annual user forums in most state capital cities. Subscribers also receive training and trouble-shooting via telephone, screen sharing and practice visits
AstuteWheel is the number one Australian software focussed on improving client engagement for financial planners.
Emma explains how Astute Estate Planner makes this daunting process much easier for financial advisors and their clients and by using the online estate planning software how the entire process has become quicker and more streamlined.
Emma Cunningham, Financial advisor, Aventree financial.
Brett comments that the Astute Financial Planner has revolutionised how they engage with clients and provides his financial advisers with structure and purpose in meetings. Clients are engaged in the process and he attributes the financial planning software and financial calculators with an increase in his business as his clients are actually getting it now.
Brett Abikhair, Principal & Financial Advisor, The Selector Group.
I have found the engagement process Astute Financial Planner provides very efficient and sorts out the tyre-kickers. It made my practice easy to manage with reviews and new clients. It allowed me to cut back to three days a week while managing over 300 clients. more
Kevin Moran, Principal, Australian Financial Planning, NSW
I have been using the AstuteWheel for a number of years now. Like many, I started by using their client facing calculators as a simple client friendly visual aid during my appointments. As the Astute Wheel has developed so has the way we have integrated it into our everyday processes. ... more
Brad Downes, Managing Director, Progressive Financial Planners , NSW
AstuteWheel has helped my business by vastly streamlining and professionalising a number of functions in my advice process. It makes collection of important client data (before each meeting) a breeze and compliantly stores the client responses. The calculators are fantastic and can be used in front of clients or as ... more
Andrew Julius, Partner | Senior Adviser, PSK Financial Service, Sydney