Client engagement platforms to suit your practice
$200 P/M + GST
Take your first step into digitally supported advice delivery. Add enhancement modules as needed to grow your presentation capabilities.
| Platform | |
|---|---|
| Client Engager core | |
| Add-on calculators | |
| Income Calculators | +$50 +GST P/M |
| Investment Calculators | +$50 +GST P/M |
| Debt Calculators | +$50 +GST P/M |
| Insurance Calculators | +$50 +GST P/M |
| Retirement Calculators | +$50 +GST P/M |
| Estate Calculators | +$50 +GST P/M |
$350 P/M + GST
Go to higher levels of client engagement with 5 included calculator sets for live modelling of complex financial strategies.
| Platform | |
|---|---|
| Client Engager core | |
| Add-on calculators | |
| Income Calculators | |
| Investment Calculators | |
| Debt Calculators | |
| Insurance Calculators | |
| Retirement Calculators | |
| Estate Calculators | +$50 +GST P/M |
$400 P/M + GST
AFP360 is the full suite of tools and calculators to put you at the forefront of digitally empowered financial advice delivery.
| Platform | |
|---|---|
| Client Engager core | |
| Estate Planner core | |
| Add-on calculators | |
| Income Calculators | |
| Investment Calculators | |
| Debt Calculators | |
| Insurance Calculators | |
| Retirement Calculators | |
| Estate Calculators | |
$250 P/M + GST
Go to higher levels of client engagement with 5 included calculator sets for live modelling of complex financial strategies.
| Platform | |
|---|---|
| Client Engager core | |
| Add-on calculators | |
| Income Calculators | +$50 +GST P/M |
| Investment Calculators | +$50 +GST P/M |
| Debt Calculators | +$50 +GST P/M |
| Insurance Calculators | |
| Retirement Calculators | +$50 +GST P/M |
| Estate Calculators | +$50 +GST P/M |
$150 P/M + GST
A stand alone client engagement package providing advisers, accountants and lawyers with a fast-tracked Estate Planning facilitation.
| Platform | |
|---|---|
| Estate Planner core | |
| Add-on calculators | |
| Income Calculators | |
| Investment Calculators | |
| Debt Calculators | |
| Insurance Calculators | |
| Retirement Calculators | |
| Estate Calculators | |
About Astute Wheel
Astute Wheel 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.
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