FAQs

Get answers to any questions you might have. Book into any of our free demonstration webinars. There's one this week. Or simply call us during business hours. We're here to help.

We provide the following training once you have subscribed:

  • Training videos
  • Case studies
  • User forum training – in major cities every 6 months
  • One day workshops – at a cost (run by Estate Planning lawyers)
  • Webinars

No the system is totally web based and so you need to have access to the internet to use it.

Whilst you can use the system on a tablet, our user interface has been optimised for adviser to use on a laptop or on a screen in a meeting room. Aside from screen size, tablets also have limitations in using CSV files, xml files and creating documents.

Yes. There is a 12 month minimum subscription period as your on-boarding process is provided at our cost. You can cancel your core platform subscription, or any add-on products, with 90 days notice once your initial 12 month subscription has been used.

Yes. We encourage you to save your information as you prepare for and progress through the client meeting.

No – we licence individual users and the client-facing pages clearly identify that user, any misuse of the licence could lead to the suspension of your licence and or legal action.

AstuteWheel has completed API Integration with Seido. With planned API Integration for: Xplan, Adviser Logic, PractiFi and Xeppo. Watch our news and blogs section for updates or subscribe to The Modern Adviser through Linkedin.

Yes – our system enables you to send the Briefing Paper information to the following partners electronically for an obligation free quote:

  • Legal Hub
  • Topdocs
  • View Legal
  • Yodal