Astute Estate

Astute Wheel has 2 products:

  1. Astute Financial Planner
  2. Astute Estate Planner

Astute Estate Planner is full estate planning facilitation software. Prepares a briefing paper for estate planning lawyers.

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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