Client engagement platforms to suit your practice

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.

Astute Client Engager - Astute Wheel Client Engagement Platform Astute Estate Planner Astute Financial Planner Astute Financial Planner 360
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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 + GST

SAVE $100 p/m
+ GST

$400 P/M + GST

SAVE $100 p/m
+ GST
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Astute Client Engager - Astute Wheel Client Engagement Platform Astute Estate Planner Astute Financial Planner Astute Financial Planner 360