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  Astute Financial Planner Astute Insurance Planner Astute Estate Planner
Financial Planner 360 Financial Planner Insurance Planner Estate Planner
Online client information gathering
5 minute financial health check    
About you questionnaire  
Changes questionnnaire  
Estate planning questionnaire    
Client education videos
Financial planning explained    
Insurance explained  
Value of reviews explained  
Estate planning explained    
Client explanation tools
How-we-can-help-you: life events    
20 Modelling calculators
Income calculators (3)    
Investment calculators (4)    
Debt calculators (3)    
Insurance calculators (4)  
Retirement calculators (3)    
Estate planning calculators (3)    
Comprehensive File Notes
Date and time stamped File Notes  
Briefing paper for Lawyer/Para-Legal    

Fees

One-off setup free (Incl. GST)
Per practice (1-5 advisors) Covers white label set up, logos, business details and FSG and access to tools for your practice website. $1,100 $1,100  
Monthly subscription fee (Incl. GST)
Per authorised user, monthly in advance.An authorised user is a financial adviser, a risk adviser or an estate planning facilitator. $440 $330 $165 $165

Optional

Astute Para Planner
CRM Integration (Seido)  
Astute Workflow  
API (Seido)  
Statement of Advice Wizard  
3rd party integration & feeds (POA) OmniLife - additional $99 pm  
Astute Para Planner
Monthly subscription fee $165 $165 $165  
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