AstuteWheel

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

AstuteWheel is ranked #19 of 34 in financial planning software on Inferse. It runs on Web. There is no free plan. Paid plans start at A$25/mo.

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
Client portal: The client portal supports secure collection of client personal and financial information, messaging and document sharing.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