Digitise Your Advice Creation Process

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. 

The Future of Advice is Here

Instant Statements of Advice

Instant Statements of Advice

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!

Digital Strategy Papers

Digital Strategy Papers

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.

Digital Fact Finds

Digital Fact Finds

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.

In-Built File Notes

In-Built File Notes

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.

What We Reduce

The fragmented systems

The risk of human error in advice creation

The unnecessary costs of advice

Your current time imbalance

What We Offer

Easy configurations

Dynamic and intuitive user experience

Capture key information once

Simple compliance management

Why Financial Planners Love Us

Latest News

Where Does Asendium Fit Into The AdviceTech Ecosystem?

Where Does Asendium Fit Into The AdviceTech Ecosystem?

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…

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Reverse the Current Imbalance of Time Allocation in Advice Creation

Reverse the Current Imbalance of Time Allocation in Advice Creation

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…

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Your Compliance Handled.

contactus@asendium.com
Level 3, 478 George Street, Sydney, NSW 2000

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