Pricing

There are four product options to choose from Client Engagement only through to the full Suite.

Products
ENGAGE
ADVISE
MANAGE
IMPROVE
Included functionality
engage

Client Engagement
No Modelling Calculators

advise

Client Engagement
Advice Delivery
+Modelling Calculators

manage

Client Engagement
Advice Delivery
Practice Management
+Modelling Calculators

improve

Business Improvement**

Subscription Fees Monthly per user +GST
  • Advisor
  • $300
    $400
    $500
    N/A
  • Paraplanner*
  • N/A
    $25
    $50
    N/A
  • Admin*
  • $0
    $25
    $50
    N/A
    Monthly per practice +GST
  • Practice*
  • N/A
    N/A
    N/A
    $100**

    * Admin and paraplanner subscriptions can only be added when adviser subscriptions are held.
    ** The business improvement tools are for the practice and are used in conjunction with the other three products

    To find out more please contact us or book a live demonstration webinar
    AstuteWheel Client Engagement Platform <i class="fas fa-phone mid-blue"></i> 02 94 533 588
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