Client engagement platforms to suit your practice from essential client engagement to a complete financial planning system.

AstuteWheel offers a product range that puts you in control

Financial planning software that enables you to demonstrate your value and deliver better advice to more clients.

AstuteWheel gives you options, whether you provide holistic financial advice the full system (Astute Financial Planner) provides all the tools you need; or, if you specialise in insurance only (Astute Insurance Planner); or, you’d just like to focus on ramping up your client engagement (Astute Client Engager); or, if you are an adviser, accountant or lawyer who wants to provide a valuable and efficient estate planning service (Astute Estate Planner).


Subscription Fees:

Subscription fees per month in advance for each Authorised User (excluding GST):


$400 Astute Financial Planner (full product)
$300 Astute Insurance Planner
$250 Astute Estate Planner
$250 Astute Client Engager (no calculators or SOAs)


$150 Paraplanners*
$ 75 Support Staff

*Paraplanner licenses are only available if advisers subscribe to systems other than Astute Client Engager

AstuteWheel Client Engagement Platform <i class="fas fa-phone mid-blue"></i> 02 94 533 588
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