Add Your Solution

Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Fintech Integration Marketplace / Wealth Management / Financial Planning

Categories

View All View All
Wealth Management
Payments
Insurance
Other
Banking
Hide

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 business management platform for financial advice, retirement and insurance.
#CRM #Broker-Dealer Platforms

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Astute Wheel

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.