AstuteWheel vs Moneytree
AstuteWheel
astutewheel.com.au
Moneytree
moneytree.comSide by side
| Figure | AstuteWheel | Moneytree |
|---|---|---|
| Price from | A$25/mo | $99.58/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 9 | 3 |
| Spec score · Financial Planning Software | 8.5 (#12) | 7.2 (#26) |
| Headquarters | St Leonards, New South Wales, Australia | Muncie, Indiana, United States |
| 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. | Moneytree says personal information is kept on servers in a controlled, secure environment and that its data storage facilities and engineering are located exclusively in the United States. |
| 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 Client Support Team is available Monday through Friday, 8:00 AM to 8:00 PM ET, at 877-421-9815 ext. 0. |
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.