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Fintech Integration Marketplace / Wealth Management / Financial Planning

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Astute Wheel

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.

Website

https://www.astutewheel.com.au/

Contacts

https://www.linkedin.com/company/astute-wheel/

https://twitter.com/AstuteWheel

Astute Wheel
  • Astute Client Engager
  • Astute Financial Planner
  • Astute Financial Planner 360
  • Astute Estate Planner
  • Add-on Calculators
  • Dealer Groups
Astute Wheel

Companies that integrate with Astute Wheel

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

Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing

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Astute Wheel

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