AstuteWheel
6.7#14 in financial planning softwareFrom A$25 a monthFree planWeb
VisitAstuteWheel vs Boldin
What both publish
| Fact | AstuteWheel | Boldin |
|---|---|---|
| Headquarters | St Leonards, New South Wales, Australia | Mill Valley, 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. | Boldin says it does not sell user data, require a Social Security number, real name, or account numbers, or store purchase card numbers. |
| Purpose | AstuteWheel provides financial planning software for client engagement, advice delivery, practice management and business improvement. | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. |
| 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. | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. |
AstuteWheel plans
- ENGAGE — AdminFree
- ADVISE — AdminA$25 a month
- ADVISE — ParaplannerA$25 a month
- MANAGE — ParaplannerA$50 a month
- MANAGE — AdminA$50 a month
- IMPROVE — PracticeA$100 a month
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Pick AstuteWheel if…
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.
Pick Boldin if…
Boldin suits individuals who want to plan household finances across income, taxes, benefits and other listed areas. It may also suit users who want to explore scenarios, provided they account for linked-account modeling limits.