AstuteWheel

7.2easy start · #5 of 34
in Financial Planning Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from A$25/mo.

AstuteWheel is ranked #5 of 34 in financial planning software on The Geeks Club. It runs on Web. There is no free plan. Paid plans start at A$25/mo.

AstuteWheel plans and pricing

All plans

ENGAGE — Admin Free Monthly per user +GST Admin subscription; requires adviser subscriptions astutewheel.com.au · 4 Oct 2026

ADVISE — Paraplanner A$25/mo Monthly per user +GST Requires adviser subscriptions astutewheel.com.au · 4 Oct 2026

ADVISE — Admin A$25/mo Monthly per user +GST Requires adviser subscriptions astutewheel.com.au · 4 Oct 2026

MANAGE — Admin A$50/mo Monthly per user +GST Requires adviser subscriptions astutewheel.com.au · 4 Oct 2026

MANAGE — Paraplanner A$50/mo Monthly per user +GST Requires adviser subscriptions astutewheel.com.au · 4 Oct 2026

IMPROVE — Practice A$100/mo Monthly per practice +GST Business Improvement tools; used in conjunction with the other three products astutewheel.com.au · 4 Oct 2026

Compared on financial planning software

Free plan: No
Cash-flow modeling: Yes
Goal planning: Yes
Tax planning: Yes
Scenario analysis: Yes
Insurance planning: Yes
Investment planning: Yes
Client portal: Yes

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The record

Purpose: AstuteWheel provides financial planning software for client engagement, advice delivery, practice management and business improvement.
Questionnaires: The software includes more than 10 online questionnaires and allows businesses to build their own questionnaire or survey.
Goals and scoping: Its tools support goal setting, goal tracking, values exploration and scoping of advice.
Modelling: The ADVISE product includes 20+ visual modelling calculators and supports comparisons of multiple cashflow scenarios.
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.
Practice management: MANAGE includes CRM dashboards, client management and compliance management, while workflows and tasks are marked as in beta development.
Business improvement: IMPROVE includes tools for workflow design, business and marketing plans, client segmentation, risk management, diagnostics and succession planning.
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.
Privacy: The privacy policy says personal information is not disclosed to overseas recipients unless the person consents or disclosure is required by law.
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.
Audience: The product options are presented as solutions for financial planning businesses and financial advisers.
Company identity: The privacy policy identifies the company as Astute Wealth Advice Pty Ltd, ACN 150 511 194.
Founded: 2012
Headquarters: St Leonards, New South Wales, Australia
Price from: A$25/mo

Where it ranks on The Geeks Club

Best Financial Planning Software in 2026#5 of 34

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Sources

astutewheel.com.au· checked 4 Oct 2026
astutewheel.com.au/products/· checked 4 Oct 2026
astutewheel.com.au/privacy-policy/· checked 4 Oct 2026
astutewheel.com.au/pricing/· checked 4 Oct 2026