AstuteWheel
6.7#14 in financial planning softwareFrom A$25 a monthFree planWeb
VisitAstuteWheel vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $129 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | AstuteWheel | ProjectionLab |
|---|---|---|
| Founded | 2012 | 2021 |
| Privacy | The privacy policy says personal information is not disclosed to overseas recipients unless the person consents or disclosure is required by law. | ProjectionLab says it does not sell planning data or use it for third-party advertising and lets users export or delete their data. |
| Purpose | AstuteWheel provides financial planning software for client engagement, advice delivery, practice management and business improvement. | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. |
| 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. | The maker states that data is encrypted in transit with HTTPS/TLS and at rest with AES-256, and that it uses multifactor authentication and SOC 2 aligned controls. |
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
ProjectionLab plans
- BasicFree
- Premium$129 a year
- Pro$549 a year
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 ProjectionLab if…
ProjectionLab suits individuals planning personal finances or retirement, and its Pro plan is described for financial advisors and coaches. It also fits people who prefer planning without linking bank or brokerage accounts.