We’re on a mission to empower financial planning businesses to help more clients
achieve their most cherished dreams through affordable and accessible advice.
Through our dynamic advice creation software, Licensees and financial planning
businesses can now streamline their people, technologies and processes to enable next day comprehensive and personalised advice.
Built to adapt with the changing compliance landscape, it’s time to reimagine
advice creation for the future.
Asendium's comprehensive and personalised Statements of Advice reduces unnecessary costs and streamlines the delivery of advice to more clients. Generate your Statements of Advice with a click of a button. It doesn't get any better than that!
Built to reflect the conversations and goals uncovered during the Fact Finding process, our Digital Strategy Paper enables you to think more deeply about possible strategy alternatives. Suitable for simple to complex strategies.
Our dynamic and living Fact Find changes based on individual client situations. Uncover more needs than what your clients initially considered and capture a healthy balance of factual and emotion driven questions in a guided, structured and comprehensive process.
File Notes will no longer be a pain point with our In-Built File Notes. Linked back to the advice creation process, File Notes now take less than 5 minutes. File Notes include Fact Find, Presentation, Review and Ad Hoc - for all your needs.
“I immediately saw the benefits of implementing Asendium within my practice and have adopted its processes which has allowed me to reduce the amount of administration I was spending on each client by several hours.”
“As a financial planner for over 10 years, one of my pet hates has been the increasing administration work. Asendium has freed up a lot of time for my staff and I can get on with advising.”
“Asendium has been very accommodating to our compliance requirements. Our team concur that Asendium has benefitted our business. ”
A common question we often get asked is, “Where does Asendium fit into the AdviceTech ecosystem, and why have we decided to focus on Advice Creation over other areas of advice such as implementation, client onboarding or becoming a CRM?”. The simple answer is – Advice Creation is where the…
It’s no secret that the current Advice Creation process is time consuming, manual and repetitive. The current time to complete advice for a new client fluctuates with the most time spent on the creation of Fact Finds and Statements of Advice. According to the FPA Whitepaper 2017, the average time…
contactus@asendium.com
Level 3, 478 George Street, Sydney, NSW 2000
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