AstuteWheel
HQ Address
Level 1, 154 Pacific Highway, St Leonards, NSW 2065, Australia
Website Address
Business introduction
Goals based advice software
AstuteWheel is Australia’s leading goals based advice & client engagement software. Financial modelling calculators, online questionnaires, educational videos, presentation tools and more
AstuteWheel is an Australian-owned FinTech business providing financial planning software and estate planning tools for financial advisers, accountants and lawyers.
Built by advisers for advisers, AstuteWheel was co-founded by Hans Egger (Certified Financial Planner), Michael Topper (Chartered Accountant) and Andrew Wardle (AFP).
AstuteWheel Solutions
Estate Planning Software
You can now make estate planning a profitable addition to your practice offering because it's now possible to achieve rapid facilitation of even the most complex family and financial structures. Client discovery, education, live presentation tools, briefing document generator - all in one! Powerful and easy-to-use, there is nothing else......
business needs
view solutionFinancial Planner
Harness the power of interactive financial modelling to truly engage your clients. Features and tools: Online information gathering Client education tools Goals-based advice & scoping wizard Letter of engagement & ongoing service agreements Modelling calculators (20) Reporting & compliance Marketing tools CRMÂ integration ...
business needs
view solutionInsurance Planning Software
Features and tools: Online information gathering Client education tools Goals-based advice & scoping wizard Letter of engagement & ongoing service agreements Modelling calculators (4) Strategy papers & statements of advice Reporting & compliance Marketing tools CRM integration ...
