From essential client engagement to complete financial planning practice automation, AstueWheel offers a modular and scalable product range to put you in control. Financial adviser tested software that will quickly pay for itself by empowering you to deliver better advice to more clients, in half the time.
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 |
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 |
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 |
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 |
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 |