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...

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...

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...