AstuteWheel vs FE CashCalc
AstuteWheel
astutewheel.com.au
FE CashCalc
fefundinfo.comSide by side
| Figure | AstuteWheel | FE CashCalc |
|---|---|---|
| Price from | A$25/mo | £80/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 9 | 3 |
| Spec score · Financial Planning Software | 8.5 (#12) | 9.3 (#3) |
| Client portal | The client portal supports secure collection of client personal and financial information, messaging and document sharing. | The portal supports digital fact finds, secure messaging, document exchange, onboarding and notifications. |
| Founded | 2012 | FE fundinfo’s acquisition announcement says CashCalc was founded in Newport in 2014 and FE fundinfo formed in 2019 after the FE, fundinfo and F2C merger. |
| Headquarters | St Leonards, New South Wales, Australia | London, United Kingdom |
| Modelling | The ADVISE product includes 20+ visual modelling calculators and supports comparisons of multiple cashflow scenarios. | It supports deterministic, stochastic and gross cashflow modelling, market simulations and stress testing. |
| Purpose | AstuteWheel provides financial planning software for client engagement, advice delivery, practice management and business improvement. | FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. |
| 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. | A maker-published case study says FE CashCalc information is encrypted with AES-256 and third-party integrations use OAuth2 and encrypted TLS connections. |
| 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. | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. |
Plans
AstuteWheel
- ENGAGE — AdminFree
- ADVISE — AdminA$25 a month
- ADVISE — ParaplannerA$25 a month
- MANAGE — AdminA$50 a month
- MANAGE — ParaplannerA$50 a month
- IMPROVE — PracticeA$100 a month
- ENGAGE — AdviserA$300 a month
- ADVISE — AdviserA$400 a month
- MANAGE — AdviserA$500 a month
FE CashCalc
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
In their own words
AstuteWheel
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.
FE CashCalc
FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. Its modelling includes deterministic, stochastic and gross cashflow approaches, market simulations and stress testing. Advisers can map goals and life events on a visual timeline, then produce client-friendly reports comparing current and proposed plans. More than 35 calculators cover topics including pensions, mortgages, equity release, school fees and inheritance tax. Mortgage and protection planning is built in, with 10 calculators and stress tests at no extra cost. The service is available on web, iOS and Android, and advisers and clients can use the app to access an account or Portal. An optional Nexus Assistant records client conversations and completes fact-finds with an audit trail. The individual adviser licence is listed at £80 a month, billed at £80/month + VAT, and includes one free paraplanner licence. Larger firms can request bespoke group pricing.