AstuteWheel
6.7#14 in financial planning softwareFrom A$25 a monthFree planWeb
VisitAstuteWheel vs FE CashCalc
FE CashCalc
7.9#4 in financial planning softwareFrom £80 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | AstuteWheel | FE CashCalc |
|---|---|---|
| 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. |
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
FE CashCalc plans
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
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 FE CashCalc if…
FE CashCalc is designed for financial advisers and paraplanners preparing lifetime cashflow plans and client reports. Larger firms can ask about group licences, and clients can use the app to access a Portal.