AstuteWheel vs Libretto
AstuteWheel
astutewheel.com.auLibretto
libretto.ioSide by side
| Figure | AstuteWheel | Libretto |
|---|---|---|
| Price from | A$25/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 9 | 1 |
| Spec score · Financial Planning Software | 8.5 (#12) | 7.0 (#28) |
| Headquarters | St Leonards, New South Wales, Australia | Los Angeles, California, United States |
| Privacy | The privacy policy says personal information is not disclosed to overseas recipients unless the person consents or disclosure is required by law. | Libretto says it does not sell user information and restricts access to employees and agents who help provide its services. |
| 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. | Libretto describes safeguards including cybersecurity risk assessments, multifactor authentication, least-privilege access, encryption, system monitoring, and incident response and recovery. |
| 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. | The Advisor Success Program includes a dedicated onboarding specialist, proactive support, and the Mert AI assistant. |
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
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.