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.
|Advice Process Steps||Scope
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|
|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|