AstuteWheel

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Score7.0

Rank#3 of 34

FromA$25/mo

Free planNo

Runs onWeb

Summary

AstuteWheel is web-based financial planning software for client engagement, advice delivery, practice management, and business improvement. Its client portal supports collection of personal and financial information, messaging, and document sharing. More than 10 online questionnaires are included, and firms can make their own. Tools cover goal setting and tracking, values exploration, and advice scoping. The ADVISE product includes 20+ visual modelling calculators and comparisons of multiple cashflow scenarios. MANAGE provides CRM dashboards, client and compliance management, while its workflows and tasks remain in beta. IMPROVE includes workflow design, business and marketing plans, client segmentation, risk management, diagnostics, and succession planning. The software does not produce SOA or ROA documents, though calculator visuals can be copied into a firm's own advice templates. Xplan/Iress client data integration is in beta for IFA users with direct Xplan licences and is being rolled out to dealer group licences. Plans are billed monthly per user or practice, with listed prices ranging from 0.00 AUD per month plus GST to 500.00 AUD per month plus GST; some subscriptions require adviser subscriptions.

Who it is for

AstuteWheel is aimed at financial planning businesses and advisers needing client engagement, modelling, advice-delivery, or practice-management tools. It may also suit practices seeking business improvement planning features.

What is good

Client portal supports information collection and document sharing.
Includes more than 10 questionnaires and custom questionnaire creation.
ADVISE offers 20+ visual modelling calculators.
IMPROVE covers planning, segmentation, risk, and succession.

What to know first

Does not produce SOA or ROA documents.
Workflows and tasks in MANAGE are in beta.
Xplan/Iress integration is in beta and rolling out progressively.

Verdict

AstuteWheel spans client work, advice modelling, practice management, and business improvement through separate products. Note the missing SOA/ROA generation and check the scope of beta features and integration before choosing a plan.

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