Is outsourcing the answer? It depends on the question.

As the advice industry continues to evolve and find ways to reduce costs and free up time, outsourcing is often held up as a widely accepted mechanism to achieve both. That's only true in some circumstances.  Outsourcing has come a...

Asendium Announces Partnership with Fourth Line to Deliver Compliant Advice

Financial advice disrupter Asendium has announced it has entered a Memorandum of Understanding with RegTech firm Fourth Line to integration platforms and enable Asendium customers to receive risk and compliance reviews of advice documents as part of their advice delivery. ...

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...

Advice Creation Needs an Innovation

By Scott Miller, CEO of Asendium Ever since I was a financial planner, advice creation has always been the pain point. The core problem that still remains, is the time and cost of advice creation. The problem is that the...

AdviceLink Helps Financial Planners and Clients Navigate Centrelink’s Complex System

Right after COVID hit, my friend was stood down from her role until further notice - a reality that not long ago, many Australians faced. Having missed out on the JobKeeper payments by one month, she went to the myGov...

Capital Advisor Appointed as Chairperson to Drive Expansion

Asendium is delighted appoint to have angel investor, capital advisor and strategist Simon Franklin as Chairperson of the Advisory Board. Having been with Asendium for a year, Simon is excited to work with the Asendium team alongside Tech Advisor, John...

Corporate Lawyer Michael Dodge Joins Advisory Board of Australian Regtech, Asendium

Australian Regtech, Asendium is delighted to have the esteemed corporate lawyer from Redcourt Partners, Michael Dodge join their Advisory Board. Michael has over 33 years' experienced gained as a corporate lawyer and partner at Arnold Block Leibler. Having been noted...

Technology Executive John De Angelis Joins the Advisory Board of Sydney Based Regtech, Asendium

Sydney based Regtech Asendium, is delighted to have technology executive John De Angelis join their Advisory Board, alongside Michale Dodge and Chairperson, Simon Franklin. Former AMP Director of Technology (AFS), John has over 25 years' experience in developing, scaling and...