Astute Wheel is financial planning software built by financial advisors for financial advisors and has revolutionized the financial planning client engagement process for financial planning practices.

The Astute Wheel provides a structured approach that allows financial advisers to deliver better advice to more clients. It is intuitive and easy to use and it enables advisers to efficiently provide professional advice that’s rewarding for both advisers and clients.

Astute Wheel financial adviser software includes over 30 financial planning calculators and tools for advisors.

Our Financial Advisors tell us that our client engagement tools and financial modeling calculators help them:

  • Increase Value: by using the financial planning strategy modeling calculators live with the client to visually illustrate how particular strategies could benefit them.
  • Increase Sales: by showing real value and to easily justify fee-for-advice.
  • Improve Efficiency: by gathering key information from prospects and existing clients prior to meetings to spend more time discussing how they can help their clients.
  • Tighten Control: by being better prepared for meetings so the real value of advice is shown early in client the meeting and advice process.
  • Educate Clients: by being able to simplify the complex and explain to clients what the benefits of financial planning strategies are in plain English .
  • Improve Compliance: by quickly and easily producing comprehensive file notes which also save time on para-planner briefings.
  • Increase Marketing: by using the marketing tools to promote their services and gain new prospects and clients.

Astute Wheel Client Engagement Software is for the adviser who wants to provide an exceptional level of service to their clients and provide it efficiently.

Astute Wheel professional financial planning software has more than 30 financial planning tools and calculators for financial advisers to enhance the overall experience a client has at every client touch point.

The client experience should be enjoyable and memorable at every point along the journey from the first point of contact, the initial meeting, subsequent meetings and reviews.

We also believe that every financial adviser should be able to provide service efficiently and consistently across their entire business. To help financial advisers to achieve this, we developed numerous financial planning modeling calculators and financial planning tools that financial advisers can use to engage and re-engage with their clients.

Advisers now have financial planning tools online which Astute Wheel keeps up to date with any legislative changes.

If your focus is to gain new clients, secure and enhance your existing client base through an effective structured financial planning process that your clients can understand and genuinely value, then you've come to the right place.

  • We are using Astute Wheel’s client engagement tools and best practice processes to enhance the client experience. We have re-engineered our practice’s client offering which services clients’ broader needs and can solve far more complex financial issues for them. This transition commenced in 2014 with immediate favourable outcomes as recognised by our dealer group, Count Financial Limited for three years in a row.

      (Barry Hayes Hayes Girling Financial, Rowville, VIC)
      Read more
     

    View video testimonials

    View written testimonials

  • It’s really engaging for my clients and helps them understand exactly what we can do for them, and the best part is, it’s twice as efficient for my business.

      (Matt Leech, Financial Adviser, PSK Financial Services, Sydney, NSW)
      Read more
     

    View video testimonials

    View written testimonials


  • The insurance calculator has been an excellent tool working with clients - a huge improvement on the ‘back of the envelope’ calculation the client had experienced with a previous adviser.

      (Robert Reid, Financial Planner, RK Financial Planning, Sydney, NSW)
      Read more
     

    View video testimonials

    View written testimonials

  • Excellent tool for adviser value proposition and client engagement. Best risk calculator I have seen in 20 years in the business.

      (Peter Audet, Director, Varria, West End, QLD)
      Read more
     

    View video testimonials

    View written testimonials


  • I found the Risk Calculator to be highly intuitive and the client will ultimately end up with more significant cover by moving through this
    process.

      (Murray Bennett, Director, Warren Saunders Life & Superannuation, Hurstville, NSW)
      Read more
     

    View video testimonials

    View written testimonials


  • I received responses from 30 prospective new clients. Of the 26 that I met with I would estimate that for at least 10 - 15 there is further work.

      (Ben Mitchell, Client Advice, Priority Planners, Sydney, NSW)
      Read more
     

    View video testimonials

    View written testimonials


  • I met with a local solicitor for the first time and I took her through the Astute Client Engagement platform to show her our methodology when meeting a new client. She confirmed she would be referring every client to me.

      (Paul Birch, BFT Group, Erina, NSW)
      Read more
     

    View video testimonials

    View written testimonials


  • There is no doubt that the only way to really see how powerful the software to be is to take it for a test drive. I can truly say that it has reopened my eyes to the ways we can make a difference to clients lives by taking on a combination of strategies simultaneously.

      (Peter Audet, Managing Director, Varria)
      Read more
     

    View video testimonials

    View written testimonials


Advice Innovation Partner

Benefits to

Financial Planners


  • Client needs analysis & scoping
  • Financial Planning in plain English
  • Client engagement and sales
  • Client review and retention
  • Consistent Processes
Find out more

Astute Wheel: Client Engagement Tools is financial planning software for the adviser who wants to go above and beyond for their clients. Providing more than 30 financial planning tools and calculators for financial advisers to enhance the overall experience a client has from the moment you first speak.

At Astute Wheel, we believe that your client experience should be enjoyable and memorable at every point along the journey from the first point of contact through to the initial meeting and subsequent meetings from there on in.

We also believe that every financial advisor should be able to provide service efficiently and consistently across their entire business. To help financial advisers to achieve this, we developed numerous financial planning online tools and financial calculators that financial advisers can use to engage and continuously reengage clients.

If your business focus is to secure and enhance your existing client base through a structured and effective financial planning process that your clients can understand and genuinely value, then you've come to the right place.