Side by side
AstuteWheel vs Voyant
Both stand on financial planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid Web
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.
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Free trial Web
Voyant brings detailed financial planning, client collaboration, and document sharing into a browser-based platform for advisers. Its stated starting price is $150 a month for adviser access, with no free plan and a free trial available.
Visit VoyantThe facts
| AstuteWheel | Voyant | |
|---|---|---|
| Free plan | No | A free trial |
| Open source | Not published | Not published |
| Runs on | Web | Web |
| Lowest paid plan | ADVISE — Admin: A$25 per user a month | Vault: $3 per client a month |
| Plans published | 9 | 8 |
| Maker | Not published | Not published |
| Website | astutewheel.com.au | planwithvoyant.com |
| On financial planning software | #21 of 34 | #25 of 34 |
AstuteWheel: 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.
Voyant: what it does well
- Models taxes, insurance strategies, and wealth transfers
- Supports scenario analysis and comparative plan evaluation
- ClientGo enables controlled client collaboration
- Vault provides document sharing with access permissions
- Offers tutorials, webinars, documentation, and support
What to know first
- No free plan
- AdviserGo for advisers costs $150 a month
- Web access requires an internet connection and account
- Integrations depend on demand, partner cooperation, and technical fit
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