As a new user you are provided with a guided process to setup your account and get the most out of the system. You are required to attend the training to gain an understanding of how to complete your business settings and get started using the software.
Please click on the training webinars to select your preferred time and complete the registration form for each. You will receive an email confirmation with a calendar invite including a Teams meeting link to attend the webinar.
Registration for our live hosted training events is via the Microsoft Booking system. If you experience technical issues or don’t receive a confirmation email within 20 minutes, please contact support.
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
