Tech riderRev. 4 Oct 2026

AstuteWheel

Ch 097.1of 34 Financial Planning Software

1Runs onWeb
2Costspaid from A$25/mo
3Cash-flow modelingYes
4Goal planningYes
5Tax planningYes
6Scenario analysisYes
7Insurance planningYes
8Investment planningYes

8 lines stated Written from the maker's own pages: astutewheel.com.au

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Overview

AstuteWheel is ranked #9 of 34 in financial planning software on Specifiction. It runs on Web. There is no free plan. Paid plans start at A$25/mo.

AstuteWheel plans and pricing

All plans

ENGAGE — Admin Free Monthly per user +GST Admin subscription; requires adviser subscriptions astutewheel.com.au · 4 Oct 2026

ADVISE — Paraplanner A$25/mo Monthly per user +GST Requires adviser subscriptions astutewheel.com.au · 4 Oct 2026

ADVISE — Admin A$25/mo Monthly per user +GST Requires adviser subscriptions astutewheel.com.au · 4 Oct 2026

MANAGE — Admin A$50/mo Monthly per user +GST Requires adviser subscriptions astutewheel.com.au · 4 Oct 2026

MANAGE — Paraplanner A$50/mo Monthly per user +GST Requires adviser subscriptions astutewheel.com.au · 4 Oct 2026

IMPROVE — Practice A$100/mo Monthly per practice +GST Business Improvement tools; used in conjunction with the other three products astutewheel.com.au · 4 Oct 2026

Compared on financial planning software

Free plan: Noastutewheel.com.au
Cash-flow modeling: Yesastutewheel.com.au
Goal planning: Yesastutewheel.com.au
Tax planning: Yesastutewheel.com.au
Scenario analysis: Yesastutewheel.com.au
Insurance planning: Yesastutewheel.com.au
Investment planning: Yesastutewheel.com.au
Client portal: Yesastutewheel.com.au

Facts

Purpose: AstuteWheel provides financial planning software for client engagement, advice delivery, practice management and business improvement.astutewheel.com.au · 4 Oct 2026
Questionnaires: The software includes more than 10 online questionnaires and allows businesses to build their own questionnaire or survey.astutewheel.com.au · 4 Oct 2026
Goals and scoping: Its tools support goal setting, goal tracking, values exploration and scoping of advice.astutewheel.com.au · 4 Oct 2026
Modelling: The ADVISE product includes 20+ visual modelling calculators and supports comparisons of multiple cashflow scenarios.astutewheel.com.au · 4 Oct 2026
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.astutewheel.com.au · 4 Oct 2026
Practice management: MANAGE includes CRM dashboards, client management and compliance management, while workflows and tasks are marked as in beta development.astutewheel.com.au · 4 Oct 2026
Business improvement: IMPROVE includes tools for workflow design, business and marketing plans, client segmentation, risk management, diagnostics and succession planning.astutewheel.com.au · 4 Oct 2026
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.astutewheel.com.au · 4 Oct 2026
Privacy: The privacy policy says personal information is not disclosed to overseas recipients unless the person consents or disclosure is required by law.astutewheel.com.au · 4 Oct 2026
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.astutewheel.com.au · 4 Oct 2026
Audience: The product options are presented as solutions for financial planning businesses and financial advisers.astutewheel.com.au · 4 Oct 2026
Company identity: The privacy policy identifies the company as Astute Wealth Advice Pty Ltd, ACN 150 511 194.astutewheel.com.au · 4 Oct 2026