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SPECIFICTION
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AstuteWheel

astutewheel.com.au

From A$25/mo Free plan Web
Visit astutewheel.com.au
Spec score 8.5 #12 of 34 in Financial Planning Software

What it is

AstuteWheel is web-based financial planning software for client engagement, advice delivery, practice management and business improvement. Its client portal collects personal and financial information, supports messaging and shares documents. Firms get more than 10 online questionnaires and can create their own surveys. Planning tools cover goals, values and advice scoping, while ADVISE includes more than 20 visual modelling calculators and comparisons of cash-flow scenarios. MANAGE provides CRM dashboards, client management and compliance management; its workflows and tasks are in beta. IMPROVE covers workflow design, business and marketing plans, client segmentation, risk management, diagnostics and succession planning. The software does not produce SOA or ROA documents, although calculator visuals can be copied into users’ templates. Xplan/Iress integration is in beta for some IFA users and is rolling out to dealer groups. Plans are billed monthly per user or practice, from 0.00 AUD plus GST to 500.00 AUD plus GST, with subscription requirements on some plans.

Spec sheet

Purpose
AstuteWheel provides financial planning software for client engagement, advice delivery, practice management and business improvement.Read 4 Oct 2026 · astutewheel.com.au
Audience
The product options are presented as solutions for financial planning businesses and financial advisers.Read 4 Oct 2026 · astutewheel.com.au
Security
The privacy policy says digital records are protected with password protection, firewalls, network security, and restricted and monitored access, while warning that internet transmissions and server data cannot be guaranteed fully secure.Read 4 Oct 2026 · astutewheel.com.au
Privacy
The privacy policy says personal information is not disclosed to overseas recipients unless the person consents or disclosure is required by law.Read 4 Oct 2026 · astutewheel.com.au
Support
The site invites prospective customers to contact the company or book a live demonstration webinar and lists the phone number 0455 02 77 22.Read 4 Oct 2026 · astutewheel.com.au
Headquarters
St Leonards, New South Wales, AustraliaRead 28 Sep 2026 · astutewheel.com.au
Founded
2012Read 28 Sep 2026 · astutewheel.com.au
Advice document limit
The software currently does not produce SOA or ROA documents; users can copy calculator graphs and other visuals into their own advice templates.Read 4 Oct 2026 · astutewheel.com.au
Business improvement
IMPROVE includes tools for workflow design, business and marketing plans, client segmentation, risk management, diagnostics and succession planning.Read 4 Oct 2026 · astutewheel.com.au
Client portal
The client portal supports secure collection of client personal and financial information, messaging and document sharing.Read 4 Oct 2026 · astutewheel.com.au
Company identity
The privacy policy identifies the company as Astute Wealth Advice Pty Ltd, ACN 150 511 194.Read 4 Oct 2026 · astutewheel.com.au
Goals and scoping
Its tools support goal setting, goal tracking, values exploration and scoping of advice.Read 4 Oct 2026 · astutewheel.com.au
Integration
Xplan/Iress client data integration is available in beta for IFA users with direct Xplan licences and is being rolled out progressively to dealer group licences.Read 4 Oct 2026 · astutewheel.com.au
Modelling
The ADVISE product includes 20+ visual modelling calculators and supports comparisons of multiple cashflow scenarios.Read 4 Oct 2026 · astutewheel.com.au
Practice management
MANAGE includes CRM dashboards, client management and compliance management, while workflows and tasks are marked as in beta development.Read 4 Oct 2026 · astutewheel.com.au
Questionnaires
The software includes more than 10 online questionnaires and allows businesses to build their own questionnaire or survey.Read 4 Oct 2026 · astutewheel.com.au

Plans and prices

ENGAGE — Admin Free Monthly per user +GST Admin subscription; requires adviser subscriptions Read 4 Oct 2026 · astutewheel.com.au
ADVISE — Admin A$25 a month Monthly per user +GST Requires adviser subscriptions Read 4 Oct 2026 · astutewheel.com.au
ADVISE — Paraplanner A$25 a month Monthly per user +GST Requires adviser subscriptions Read 4 Oct 2026 · astutewheel.com.au
MANAGE — Admin A$50 a month Monthly per user +GST Requires adviser subscriptions Read 4 Oct 2026 · astutewheel.com.au
MANAGE — Paraplanner A$50 a month Monthly per user +GST Requires adviser subscriptions Read 4 Oct 2026 · astutewheel.com.au
IMPROVE — Practice A$100 a month Monthly per practice +GST Business Improvement tools; used in conjunction with the other three products Read 4 Oct 2026 · astutewheel.com.au
ENGAGE — Adviser A$300 a month Monthly per user +GST Client Engagement; no Modelling Calculators Read 4 Oct 2026 · astutewheel.com.au
ADVISE — Adviser A$400 a month Monthly per user +GST Client Engagement; Advice Delivery; Modelling Calculators Read 4 Oct 2026 · astutewheel.com.au
MANAGE — Adviser A$500 a month Monthly per user +GST Client Engagement; Advice Delivery; Practice Management; Modelling Calculators Read 4 Oct 2026 · astutewheel.com.au

Every AstuteWheel plan and price →

Strong points and limits

Strong points

  • Client portal handles messages and documents
  • More than 10 included questionnaires
  • 20+ visual modelling calculators
  • Goal and scenario planning tools
  • Business improvement module

Limits

  • No SOA or ROA document production
  • Workflows and tasks are in beta
  • No free plan
  • Some plans require adviser subscriptions

Who it suits

It suits financial planning businesses and financial advisers needing client engagement, advice, practice management or business-improvement tools. Buyers should account for beta features and the lack of SOA and ROA generation.

Verdict

AstuteWheel covers client interaction, modelling, practice administration and business planning in one web service. Its document-generation gap and beta areas matter when matching it to an advice workflow.

Where Specifiction places it

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