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Case Studies

Learn how financial planners, paraplanners and licensees are using Asendium’s automated financial planning software to achieve real results.

Olive Grove Financial Advice Case Study

Bill was drawn to Asendium because of the team’s real-world experience and interest in understanding and solving the problems he…

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Your Wealth Coach Case Study

Matt now spends more time on value add tasks to better support his financial planner. Brief As a paraplanner for…

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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

Kemosabe Capital Case Study

Richard’s team is now producing advice in 90 minutes and it’s only going to get faster from here. Brief As…

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