Astute Financial Planner

Astute Wheel has 2 products: 1) Astute Financial Planner and 2) Astute Estate Planner. Astute Financial Planner was launched 5 years ago and Version 2.0 has just been launched. It includes many upgraded modelling tools and 6 new modelling calculators to demonstrate the value advisers add to clients. More videos to educate clients. And a database so advisers can save reports, modelling scenarios, and file notes.

The original AstuteWheel software has been completely rebuilt and released to the existing advice network and to new users. Lots of new tools and enhancements to existing tools and further development is being done.

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End User Advisers
Advice Process Steps Scope
Goals
Assessment
Review
Benefits Process efficiency
Engagement Uplift
Time saving
Cost Reductions
Compliance
Increased sales
Increased client satisfaction
Cost per user per annum $2000-$2999
Time saving per client More than 3 hours per client
Cost saving per client $501-$1000
Integration Adviser Logic and CCUBE
Website embedding Yes
White labelled Yes
System prerequisite Requires internet access
Single sign on Yes
Data storage Client ‘About You’ data. (Essentially a mini ‘Balance Sheet’ & ‘Income Statement’) to better understand the client and conduct meaningful scenario modelling live with the client.
1) Fact Find data
2) Scenario Modelling
3) Comprehensive File Notes
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

 



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