The Financial Planning Software that’s made different.
Simplify your advice production process and optimise your productivity.
Why Asendium is the way forward for your business
Our financial planning tool makes advice production easier for financial planners, paraplanners and admin teams. Here’s how our dynamic solution benefits your business:
Reduce Time
Statement of Advice creation reduced from 16 hours to just 2 hours.
Reduce Friction
Edit the post-generated Statement of Advice in under 1 hour.
Increase Profits
Enable optimum productivity, reduce overheads and increase margins.
Maximise Productivity
Eradicate double data entry and reduce human error. Paraplanners and admin teams can remain confident that compliance measures are met and quality is assured.
Integrated to work for you
Integrating with the likes of Xplan, ProductRex and OmniLife, Asendium provides you with an end-to-end advice production process.
De-Risk Your Business
Asendium is in your corner, ensuring staff turnover doesn’t impact your revenue flow or business operations.
Why you'll love
using Asendium
Whether you’re a financial planner or paraplanner (or both!), our financial planning tool is designed to help you.
You’ll be able to generate comprehensive and personalised advice in-house, in just a few hours.
A strategy for every client situation
We have the capability to automate over 200+ strategies that can be personalised through our Statement of Digital Advice (SoDA) solution for various scopes of advice. We consider a strategy to include the strategy wording, risks and warnings associated with the strategy and the accompanying best interest for the client. Please see the scopes of advice listed below:
- Savings and cashflow advice
- Debt management advice
- Investment planning advice
- Insurance planning advice
- Superannuation advice
- Retirement planning advice
- Estate planning advice
Flexible for any business.
Our automation software isn’t just made for financial planning practices. Asendium can be used to facilitate various outcomes for other businesses too, such as:
Testimonials & Reviews
As a paraplanner, Asendium has given me the opportunity to do other things, rather than spend all my time creating advice. In my instance, Asendium has helped me create more time to go to meetings with my financial planner.
Your Wealth Coach
Matthew Moon
Asendium continues the seamless transfer of data in advice creation to ensure consistency and the removal of manual oversight.
Expert Wealth
Paris Bisley
Asendium came to me and promised deeper integrations and faster Statements of Advice. They’ve delivered on that promise. Overall, Asendium has reduced our advice production time by over 70%.
Kemosabe Capital
Richard McGrath
Asendium has helped me reduce my advice production time by 79% and I was able to alleviate my backlog of Statements of Advice. When I generate a Statement of Advice from Asendium, I don’t end up with a sea of blue and red text to post edit.
Olive Grove Financial Advice
Bill Savellis
Asendium’s Integration
Ecosystem
Asendium integrates with the best-of-breed financial planning software on the market to provide financial planners, paraplanners and licensees with an end-to-end advice production solution.
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