Astute Wheel has 2 products:
- Astute Financial Planner
- Astute Estate Planner
Astute Estate Planner is full estate planning facilitation software. Prepares a briefing paper for estate planning lawyers.
| End User | Advisers |
| Advice Process Steps | Scope Goals Assessment Review |
| Benefits | Process efficiency Engagement Uplift Time saving Cost Reductions Compliance |
| Cost per user per annum | $1000-$1999 |
| Time saving per client | Saves client, adviser and lawyer and thus the cost to serve. Possible 3 hours in the estate planning process |
| Cost saving per client | Depends on complexity of the estate plan. |
| Integration | 1) Legal Hub 2) Topedocs Legal 3) View Legal 4) Yodal |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | Requires internet access |
| Single sign on | Yes |
| Data storage | The Adviser stores any client data on their own system or CRM. |
| Privacy standards | Australian privacy legislation |
| Limits on use | No user or client restrictions |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | Over 50 AFSLs |