AstuteWheel
AstuteWheel: Broad planning, modelling and practice workflows for advice teams. Ranked #22 of 34 in Financial Planning Software by our editors (7.2/10); pricing: Paid; best for advice practices needing workflow breadth.
At a glance
- Editor score7.2 / 10
- PricingPaid
- Best forAdvice practices needing workflow breadth
- Free planNo
- Scenario analysisYes
- Founded2012 · St Leonards, New South Wales, Australia
- Facts checked20 Sep 2026
Where it wins
- Covers goals, cash flow, tax, investment, debt, insurance, retirement and estate planning
- Combines client portal, CRM workflows, tasks and compliance checklists
- Adds practice modelling, diagnostics, risk management and succession planning
Where it doesn't
- Engage Adviser includes no modelling calculators
- Xplan/Iress client-data integration is still in beta
- Available through a web platform rather than native desktop or mobile apps
Our verdict on AstuteWheel
AstuteWheel is web-based financial planning software for financial advisers, accountants and lawyers. It brings client engagement, financial modelling, scenario analysis, practice workflows and compliance documentation into one platform. Clients can use a secure portal for messaging, document sharing and personal-financial data collection, while advisers can gather information through questionnaires covering financial health, goals, values, budgeting, assets and liabilities. The platform is suited to advice practices that need more than a standalone calculator or client portal.
Its main strength is breadth. AstuteWheel supports goal setting and tracking, advice scoping, cash-flow comparisons, strategy stress testing, and calculators covering income and tax, investments, debt, insurance, retirement and estate planning. The adviser plans separate these capabilities: Engage Adviser focuses on client engagement, Advise Adviser adds advice delivery and modelling calculators, and Manage Adviser adds practice management alongside those capabilities. Improve Practice is focused on business improvement tools. This structure gives practices room to match the product to their workflow, while the Engage tier is not intended for teams that need built-in modelling.
AstuteWheel also extends beyond client-facing planning into workflow and practice operations, with tasks, CRM dashboards, compliance checklists, diagnostics, risk management and succession planning. Xplan/Iress client-data integration is available in beta, which may suit practices already working in that ecosystem but introduces a qualification for integration-dependent workflows. Practices seeking a broad planning and operations environment should consider AstuteWheel; teams wanting a narrower calculator, a non-web platform, or modelling at the entry engagement tier should look elsewhere.
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AstuteWheel pricing
All 4 AstuteWheel plans and prices →
AstuteWheel fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Cash-flow modeling | Yes |
| Goal planning | Yes |
| Tax planning | Yes |
| Scenario analysis | Yes |
| Insurance planning | Yes |
| Investment planning | Yes |
| Client portal | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Integrations | 1 integrations: Xplan/Iress |
| Pricing | Paid (source) |
| Website | astutewheel.com.au |
| Facts checked | 20 Sep 2026 |
AstuteWheel integrations
AstuteWheel lists 1 integrations on its own site.
- Xplan/Iress
Alternatives to AstuteWheel
- RightCapitalA broad advisor platform spanning planning, analysis, collaboration, and client access.9.4
- eMoney AdvisorA broad planning suite for advisory firms that need client collaboration and analysis.9.3
- MoneyGuideA broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.9.2
See all AstuteWheel alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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