Financial Planning Software

Astute Wheel is Australia's leading financial planning software to engage with clients, provide advice, manage the practice and improve the business.

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0455 02 77 22

How it works & features

A 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.

Client Portal

Client Engagement

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.

Client Portal

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.

Online Questionnaires

Financial Health Check, About You, Goals, Values, Reverse Fact Find, Risk Profile, Budget, Health, Assets, Liabilities, Entities and those customised by you.

Goals & Scoping

SMART goal setting and tracking, values, scoping of advice tool.

Standardised Documents

Fact Find, Letter of Engagement, Authority to Proceed.

Marketing Tools

Financial Health Check, How We Can Help You, Why You Need Insurance Video, Financial Planning Explained Video/ Slides.

Initial Advice

Advice Delivery

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.

Modelling Calculators

20+ visual modelling calculators used live to educate and collaborate with clients.

Scenario Comparisons

Multiple cashflow scenarios can be compared to show the impact of strategies.

Advice Documents

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.

Enhanced Reviews

Structured, efficient and logical processes produce valuable review meetings.

File Notes

Comprehensive modelling file notes generated quickly.

Practice Management

Practice Management

Workflows, tasks and compliance checklists streamline practice management processes, ensuring better advice delivery with greater efficiency. Customise your business settings and documents.

CRM & Dashboards

An overview of all your business activity improves productivity and visibility.

Workflows* & Tasks

Build your own efficient processes, making it easier to monitor activities and achieve deadlines. (*in beta development).

Client Management

Client Management tools improve your value proposition and the overall client experience.

Compliance Management

Workflow history, activity history, checklists, file notes and document capabilities ensure client….

Customised Configuration

Customise the questionnaires, documents and templates around your business value proposition.

Business improvement

Business Improvement

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.

Workflow Management

Tools to help you design your process. You can adopt or adapt AstuteWheel’s workflow and task templates or create your own.

Business Model

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.

Risk Management

Identify and mitigate your risks. Keep pace with industry developments your business might need to adopt to change or grow.

Diagnostic Tools

Conduct a Practice and Business Assessment, with benchmarking against your peers, to confirm what needs to be improved.

Succession Planning

Implement the Disciplines of Practice Performance to take your business from where it is now to being sale-ready in the future.

To find out more please contact us or book a live demonstration webinar

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.

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 ...  Read more

I have been using the AstuteWheel for many years now. Like many, I started using their client facing calculators as a visual aid during my appointments. As the AstuteWheel has developed so has the way we have integrated it into ...  Read more

The AstuteWheel software has been great: Digital fact find completion, health check is a great tool and very valuable to us. The individual calculators are very handy and I enjoy using these. Scoping and the subsequent Client Engagement Letter is ...  Read more

Ready to get started?

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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Australian Fintech Awards
Fintech Investment Trends Winner Digital Technology Awards Finalist Software 2023-Best Advice Software-Astute Wheel
AstuteWheel Client Engagement Platform <i class="fas fa-phone mid-blue"></i> 02 94 533 588
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