| Online client information gathering |
| 5 minute financial health check |
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| About you questionnaire |
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| Changes questionnnaire |
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| Estate planning questionnaire |
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| Client education videos |
| Financial planning explained |
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| Insurance explained |
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| Value of reviews explained |
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| Estate planning explained |
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| Client explanation tools |
| How-we-can-help-you: life events |
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| 20 Modelling calculators |
| Income calculators (3) |
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| Investment calculators (4) |
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| Debt calculators (3) |
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| Insurance calculators (4) |
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| Retirement calculators (3) |
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| Estate planning calculators (3) |
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| Comprehensive File Notes |
| Date and time stamped File Notes |
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| Briefing paper for Lawyer/Para-Legal |
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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 |
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| Monthly subscription fee (Incl. GST) |
| Per authorised user, monthly in advance.An authorised user is a fancial adviser, a risk adviser or an estate planning facilitator. |
$440 |
$330 |
$165 |
$165 |
Optional |
| Astute Para Planner |
| CRM Integration (Seido) |
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| Astute Workflow |
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| API (Seido) |
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| Statement of Advice Wizard |
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| 3rd party integration & feeds (POA) OmniLife - additional $99 pm |
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| Astute Para Planner |
| Monthly subscription fee |
$165 |
$165 |
$165 |
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