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