The Financial Planning Software that’s made different.
Simplify your advice production process and optimise your productivity.
Our financial planning tool makes advice production easier for financial planners, paraplanners and admin teams. Here’s how our dynamic solution benefits your business:
Statement of Advice creation reduced from 16 hours to just 2 hours.
Edit the post-generated Statement of Advice in under 1 hour.
Enable optimum productivity, reduce overheads and increase margins.
Eradicate double data entry and reduce human error. Paraplanners and admin teams can remain confident that compliance measures are met and quality is assured.
Integrating with the likes of Xplan, ProductRex and OmniLife, Asendium provides you with an end-to-end advice production process.
Asendium is in your corner, ensuring staff turnover doesn’t impact your revenue flow or business operations.
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.
Generate Fact Finds, Strategy Papers, File Notes and Statements of Advice from one system.
Easily modify changes to any advice document by simply editing the field in Asendium, click Save and generate.
Personalise Asendium to your Licensee compliance requirements by configuring:
Seamlessly complete research in under 30 minutes. The data used to complete the product comparisons and recommendations from OmniLife and ProductRex flow straight back into Asendium. You’ll be able to access this data readily for the generation of the Strategy Paper and Statement of Advice.
Complete comparisons of over 450 super, pension and investment platforms, across 8,500+ investment options, and insurance providers through our integration partners.
Automatically transfer any data input into our financial planning tool to wherever you need it most.
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: