Freedom251 › Financial Planning Software

AstuteWheel

Paid Web

What AstuteWheel is

AstuteWheel is web-based financial planning software for financial advisers and planning businesses. It combines client engagement, advice delivery, practice management and business improvement tools. Its client portal supports collection of personal and financial information, messaging and document sharing. Firms can use more than 10 questionnaires or build their own, while other tools cover goals, values exploration and advice scoping. ADVISE includes 20+ visual modelling calculators and comparisons of cashflow scenarios. MANAGE offers CRM dashboards and client and compliance management; its workflows and tasks are still in beta. IMPROVE covers workflow design, business and marketing plans, client segmentation, risk management, diagnostics and succession planning. The software does not produce SOA or ROA documents, though users can copy visuals into their own templates. Xplan/Iress client data integration is in beta for some IFA users and is being rolled out progressively to dealer group licences. Plans range from free for ENGAGE — Admin to A$500 a month for MANAGE — Adviser, billed monthly per user plus GST; some subscriptions require adviser subscriptions.

Who it suits

AstuteWheel suits financial advisers and planning firms seeking client engagement, advice modelling, practice-management or business-improvement tools. Its product options include adviser, admin, paraplanner and practice subscriptions.

What it does well

Client portal supports messaging and document sharing.
More than 10 questionnaires, with options to build more.
ADVISE includes 20+ visual modelling calculators.
IMPROVE covers planning, risk and succession tools.

What to know first

Does not produce SOA or ROA documents.
MANAGE workflows and tasks are in beta.
Xplan/Iress integration is in beta and rolling out.
Some subscriptions require adviser subscriptions.

Limits

The ENGAGE — Admin plan requires adviser subscriptions. ENGAGE — Adviser does not include modelling calculators; those are included with ADVISE.

Plans

Plan	Billed and limits	Price
ENGAGE — Admin	Monthly per user +GST · Admin subscription; requires adviser subscriptions	Free
IMPROVE — Practice	Monthly per practice +GST · Business Improvement tools; used in conjunction with the other three products	A$100 a month
ADVISE — Paraplanner	Monthly per user +GST · Requires adviser subscriptions	A$25 a month
ADVISE — Admin	Monthly per user +GST · Requires adviser subscriptions	A$25 a month
ENGAGE — Adviser	Monthly per user +GST · Client Engagement; no Modelling Calculators	A$300 a month
ADVISE — Adviser	Monthly per user +GST · Client Engagement; Advice Delivery; Modelling Calculators	A$400 a month
MANAGE — Admin	Monthly per user +GST · Requires adviser subscriptions	A$50 a month
MANAGE — Paraplanner	Monthly per user +GST · Requires adviser subscriptions	A$50 a month

The first 8 of 9 plans, as astutewheel.com.au lists them, read 4 Oct 2026. The maker's own page has the final word. Every plan

Getting started

Visit the AstuteWheel website.
Contact the company or book a live demonstration webinar.
Select the product and subscription role suited to your work.
Arrange any required adviser subscriptions for admin or paraplanner plans.
Use the web-based software for client engagement, advice, practice management, or business improvement.

Verdict

AstuteWheel brings client engagement, modelling and practice tools into one financial-planning platform. Check which subscription components your firm needs, and account for the lack of SOA or ROA document production.

Questions

Does AstuteWheel have a free plan?

It is listed as a paid product with no free plan. ENGAGE — Admin is listed as free, billed monthly per user plus GST, and requires adviser subscriptions.

How much do the adviser subscriptions cost?

Listed adviser plans are A$300 a month for ENGAGE, A$400 a month for ADVISE, and A$500 a month for MANAGE, each billed monthly per user plus GST.

What platforms does AstuteWheel support?

AstuteWheel is available on the web.

Does it create SOA or ROA documents?

No. Users can copy calculator graphs and other visuals into their own advice templates.

Does AstuteWheel integrate with Xplan/Iress?

Client data integration is in beta for IFA users with direct Xplan licences and is being rolled out progressively to dealer group licences.

Who makes AstuteWheel?

The privacy policy identifies the company as Astute Wealth Advice Pty Ltd, ACN 150 511 194. AstuteWheel was founded in 2012.

Facts from AstuteWheel's own pages

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
Audience: The product options are presented as solutions for financial planning businesses and financial advisers. · 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
Client portal: The client portal supports secure collection of client personal and financial information, messaging and document sharing. · 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
Founded: 2012 · astutewheel.com.au, 28 Sept 2026
Goals and scoping: Its tools support goal setting, goal tracking, values exploration and scoping of advice. · astutewheel.com.au, 4 Oct 2026
Headquarters: St Leonards, New South Wales, Australia · astutewheel.com.au, 28 Sept 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
Modelling: The ADVISE product includes 20+ visual modelling calculators and supports comparisons of multiple cashflow scenarios. · 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
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
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
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. · 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

Where AstuteWheel stands on Freedom251

Financial Planning Software#21 of 34