AstuteWheel Products

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.

Client engagement platforms to suit your practice

$200 P/M + GST

Astute Client Engager - Astute Wheel Client Engagement Platform

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
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$350 P/M + GST

Astute Financial Planner - Astute Wheel Client Engagement Platform

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
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$400 P/M + GST

Astute Financial Planner 360 - Astute Wheel Client Engagement Platform

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
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$250 P/M + GST

Astute Insurance Planner

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
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$150 P/M + GST

Astute Estate Planner - Astute Wheel Client Engagement Platform

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
View product details Get it now