Asendium launched in 2019 with the vision of empowering financial planners to create advice more efficiently, affordably and simply. Our mission is to eliminate unnecessary technologies and streamline people and processes within advice creation.
To truly deliver a refreshing solution, we had to take a step back and reimagine the technology architecture for a new ecosystem of advice creation to simplify and automate the current complex and time-consuming process.
Remove unnecessary costs and instantly produce comprehensive and personalised Statements of Advice and Records of Advice with a click of a button.
Asendium intelligently captures data once and reuses it across the entire advice creation process, eliminating the need for re-entry. Connected data points enables "click of a button" audit and compliance reporting.
Our Integrated File Notes enables you to produce File Notes at the end of each client meeting as they are in-built to the advice creation process.
Create advice with confidence with Asendium's built-in compliance requirements. Worry less about compliance and refocus your attention on building meaningful relationships with your clients or on your business growth. The sky's the limit with Asendium.