Client engagement software

Demonstrate value in your financial advice with Australia’s most developed, easy-to-use client engagement platform. Achieve higher levels of client engagement and efficiency.

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Client engagement software for financial advisers

A complete toolkit to provide valuable advice; gather client information efficiently online, educate clients, set and track client goals, scope advice, model strategies live, auto produce compliant file notes and market the business.

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AstuteWheel Client Engagement Platform

A fully scalable and customisable range of adviser tools

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

Astute Client Engager - Client Engagement Platform
Astute Financial Planner
Astute Estate Planner
Astute Income Planner - Income calculators
Astute Investment Planner - Investment calculators
Astute Debt Planner - Debt calculators
Astute Insurance Planner - Insurance calculators
Astute Retirement Planner - Retirement calculators
Astute Estate Planner - Estate calculators

The online toolset ushering in the new era of client engagement and compliance automation for financial advisers since 2012

Financial Fact Find Portal

Information Gathering made easy

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.

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Financial Advice Client Education

Useful Client Education and Marketing set

Educational tools to make the advice process rewarding for clients and advisers alike. Employ easy templates and web content to carry your practice brand.

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Compliance Goal Setting

Compliant Goal Setting and Scoping Tools

Determines what's in and out of scope so you can scale your advice and identify implications with ease. Comprehensive Scoping Document covers compliance.

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Financial Modelling Calculators

Specialised Modelling Calculators

A suite of high-level strategy modelling tools to impress the socks off any client. They are live, powerful, professional only available from AstuteWheel.

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Automated Financial Advice Reporting

Automated Reporting Tools

Get the competitive advantage with AstuteWheel's real world automated reporting mechanisms. Automation is your gateway to providing better advice... and to more clients.

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Financial Software CRM integration

Current and planned CRM Integration

Australia's premiere client engagement platform already offers API integration to Seido, with four more CRM's planned for integration with AstuteWheel.

Support & training

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.

Setup & Configuration

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.

Training webinars

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.

User forums

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

Why AstuteWheel?

AstuteWheel is the number one Australian software focussed on improving client engagement for financial planners.

Award winning Fintech

  • Well established and functioning platform
  • A complete client engagement process
  • Easy as browsing a website
  • Specialist advice modules – only use the specialist tools you want.
  • Scalable to grow with your capabilities
  • Powerful modelling calculators exclusive to AsuteWheel
  • Industry standard encryption for data protection online
  • Supported by a wealth of resources

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

I have been using Astute Financial Planner for over two years now and it has become an invaluable part of my business. It allows me to: send a link to prospects which allows them to provide information about their personal affairs before our first meeting – saving a massive amount ... more

Andrew Julius, Partner | Senior Adviser, PSK Financial Service