Audit Time Can Be A Nightmare. But Not for Long.

Let's be honest, auditors have a tough job these days. In the current financial advice landscape, auditors are required to go through dozens of loosely connected (whether digital or paper based) Fact Finds, File Notes, Strategy Papers and Statements of...

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?"....

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...

Change Must Come From The Top

By Scott Miller Over the last few years, Licensees have been making an effort to adopt technology to assist their financial planners in delivering advice more efficiently and affordably without compromising their compliance standards. Yet, the challenge is reaching a...