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.
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Find out more | Find out more | Find out more | Find out more | |
Online Questionnaires | ||||
5 minute financial health check | ||||
About you questionnaire | ||||
Estate planning questionnaire | ||||
Fact find | ||||
Goals questionnaire | ||||
Values questionnaire | ||||
Budgeting questionnaire | ||||
Electronic reverse fact find | ||||
Risk profile questionnaire | ||||
Pre-insurance assessment questionnaire | ||||
Modelling Calculator Suites | ||||
Income calculators (x 3) | ||||
Investment calculators (x 4) | ||||
Debt calculators (x 3) | ||||
Insurance calculators (x 4) | ||||
Retirement calculators (x 3) | ||||
Estate planning calculators (x 3) | ||||
Compliance Tools & Reports | ||||
Client education tools | ||||
Education videos | ||||
Scoping tool | ||||
Comprehensive calculator file notes | ||||
Advice Tools & Documents | ||||
Strategy papers | ||||
Statement of advice | ||||
Estate planning briefing paper | ||||
Cost per Authorised User/Advisor |
$200 P/M + GST |
$150 P/M + GST |
$350 P/M + GSTSAVE $100 p/m + GST |
$400 P/M + GSTSAVE $100 p/m + GST |
Book demo | Book demo | Book demo | Book demo | |
Get started | Get started | Get started | Get started | |
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