Asendium selected by My Dealer Services as preferred technology partner

Asendium is transforming the way financial advisers deliver advice, through a dynamic platform that creates all required advice documents at the same time, through one instance of data entry. It is designed to eliminate the manual part of advice generation,...

Technology and advice – innovation waits for nobody

There is a consensus in the financial planning industry that paraplanners will be made redundant by technology. While technology will have an undeniable impact on the paraplanning industry, the future for paraplanning is not as apocalyptic as it appears. We...

The financial planning industry on the cusp of a ‘Shazam’ moment

The financial planning industry is on cusp of a technological change, but it's going to be slow. Like the pre-2000 consumer world of VCRs, unbreakable Nokia phones and slow internet speeds, the financial planning industry is solving the problems in...

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...