AstuteWheel offers a wealth of resources, adviser support, practice development and training. We are an Australian business and our team is easily accessible. We are here to help make your journey to digital advice delivery exciting and rewarding.
For most the first step is to attend a live webinar to be sure AstuteWheel will be a good fit. See it in action and learn so much. Getting on board is really simple. Select the 'GET IT NOW' link, fill in a form and we'll organise the rest.
Setup begins with an initial 15-30 minute discussion to determine your needs and ensure that you have the right licenses in place, this is followed by two 90 min webinars to guide you through the setup of your business.
Go beyond the basics with our short Training Videos and weekly Training Webinars, In-Practice Training by our Practice Development Managers, plus phone support and Bi-annual User Forums around Australia.
Dive in and start using AstuteWheel with your clients. Your assigned Practice Development Manager will be there to help you should you need any assistance.
Our software is engineered to be easy to learn and use. However, there's nothing like seeing the software being used to quickly grasp how to get the most out of it. AstuteWheel financial planning software is constantly being developed and new tools added regularly, as such there's a wide variety of video tutorials available to get you up to speed on all facets of the client engagement system as well as our modelling calculators.
We conduct weekly online training webinars to assist you in understanding all aspects of the software. You and other users attend an interactive training session where you can see the screen and hear the conversations between users and the trainer. We also provide Masterclass sessions for those that want to get a deeper understanding.
AstuteWheel employs Practicing Financial Planners, who also use the software in their own business, to provide tailored training for you and your staff. Telephone support, screen sharing and even visits to your office are available to support your training needs.
Each year we travel the country conducting User Forums at major capital cities around Australia. This gives you an opportunity to meet the Astute team and find out what new software is being developed. You get to meet your peers, provide feedback and ask questions of the Astute Directors.
AstuteWheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition. ... Read more
