Astute Wheel

About

Astute Wheel is an Australian-owned business providing financial planning client engagement tools and calculators to both the local market and abroad.Astute Wheel is financial planning software built by financial advisors for financial advisors and has revolutionized the financial planning client engagement process for financial planning practices.The Astute Wheel provides a structured approach that allows financial advisers to deliver better advice to more clients. It is intuitive and easy to use and it enables advisers to efficiently provide professional advice that’s rewarding for both advisers and clients.Astute Wheel financial adviser software includes over 30 financial planning calculators and tools for advisors.

Contacts

Products / Services

  • Astute Client Engager
  • Astute Financial Planner
  • Astute Financial Planner 360
  • Astute Estate Planner
  • Add-on Calculators
  • Dealer Groups

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 43
Partnership: 0
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