Four product options to suit the needs of your financial planning business. Choose from Client Engagement to the Full Suite.


Client Engagement
No Modelling Calculators

Client Engagement
Advice Delivery
+Modelling Calculators

Client Engagement
Advice Delivery
Practice Management
+Modelling Calculators

Business Improvement

Client Portal

ENGAGE (Client Engagement Only)

A front-of-office solution for your business that ensures all your client interactions are professional and efficient. Engage will continuously show the value you'll provide when onboarding new clients or reviewing existing clients.

Client Portal

Achieve secure collection of client's personal and financial information, secure messaging and document sharing. Also provides clients with an overview of all their information in one location.

Online Questionnaires

Gather client information for onboarding and reviews using 10+ questionnaires or build your own online questionnaire or survey.

Goals & Scoping

Astute's Goal Setting, Goal Tracking, Values and Scoping of Advice delivers clients value and transparency, resulting in deeper and longer relationships with their adviser.

Marketing Tools

Videos and interactive tools for your website or social media campaigns to explain the benefits of financial advice and easily gain referrals.

Business Settings Configuration

Tailored for your business with branding, online risk profile questionnaire and email templates.Set your own assumptions and risk profile returns.

Software Integration

Xplan/Iress – client data integration is now available in beta for IFA’s with direct Xplan licenses and progressively for dealer group licenses.

Initial Advice


Modelling Calculators are designed to quickly communicate how appropriate financial strategies may improve the client’s financial position. In depth calculators can be used in SOA’s to substantiate the recommended advice strategies.

Modelling Calculators

20+ visual modelling calculators used live to educate and collaborate with clients.

Scenario Comparisons

Multiple cashflow scenarios can be compared to show the impact of strategies.

Advice Documents

Currently SOA/ROA’s aren’t produced from the software. Calculator graphs, goals, values and scoping visuals can be copied to your own advice templates.

Enhanced Reviews

Structured, efficient and logical processes produce valuable review meetings.

File Notes

Comprehensive modelling file notes generated quickly.

View modelling calculators
Practice Management


MANAGE is the back office solution for improving efficiencies and compliance across your business as well as continuously monitoring staff KPI’s and work progress.

CRM & Dashboards

An overview of all your business activity improves productivity and visibility.

Workflows* & Tasks

Build your own efficient processes, making it easier to monitor activities and achieve deadlines. (*in beta development).

Client Management

Client Management tools improve your value proposition and the overall client experience.

Compliance Management

Workflow history, activity history, checklists, file notes and document capabilities ensure client….

Customised Configuration

Customise the questionnaires, documents and templates around your business value proposition.

Business improvement


Business improvement tools and success road map to increase the profitability and value of your business; and get your practice ready for succession or sale.

Succession Planning

Implement the Disciplines of Practice Performance to take your business from where it is now to being sale-ready in the future.

Diagnostic Tools

Conduct a Practice and Business Assessment, with benchmarking against your peers, to confirm what needs to be improved.

Risk Management

Identify and mitigate your risks. Keep pace with industry developments your business might need to adopt to change or grow.

Business Model

Design your business model and then use our tools to implement a business plan, marketing plan, client segmentation, cost to serve, service packages and pricing to improve profits.

Workflow Management

Tools to help you design your process. You can adopt or adapt AstuteWheel’s workflow and task templates or create your own.

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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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