Intra Fund Advice Software
Deliver limited scope advice in under one hour with our financial planning software.
Product Overview
Looking for a cost-effective and scalable way to provide compliant advice to your members? Asendium has got you covered. Our intra fund advice software produces same-day, high quality advice documents for limited scope advice, helping you to efficiently meet your members demands.
Our financial planning software produces Fact Finds, Strategy Documents and Statements of Advice in under an hour.
Don’t let advice become a barrier to member satisfaction – choose Asendium for a better way forward.
Why Asendium is made for intra fund advice
Arm your financial planners and/or paraplanners with our intra fund advice software, or utilise one of our partnered paraplanning businesses to help you:
Reduce Time
Produce intra fund advice in just 1 hour, or less.
Reduce Friction
Edit the post-generated Statement of Advice easily, with no hassle.
More flexibility
Asendium is suitable for phone-based, call centre or in-person advice, so you can offer more ways to provide advice.
Increase Consistency
Eradicate double data entry and reduce human error. Your team can remain confident that compliance measures are met, and quality is assured.
Integrated for You
Integrating with the likes of Xplan, ProductRex and OmniLife, Asendium provides your paraplanners with an end-to-end advice production process.
Personalise to Your Liking
Personalise Asendium by configuring the Advice and Strategy wording, Statement of Advice theme and styling, Risks and Warnings wording, and Features and Benefits wording.
The Low Cost, Scalable Solution for Superfunds
We are a simple solution for your complex organisation. Asendium can provide you with the benefit of:
Efficient and Compliant Advice
We streamline the financial advice process, ensuring compliance with regulatory requirements, while also saving time for financial planners and members.
Improved Member Satisfaction
By providing low-cost financial advice to members, superannuation funds can improve member satisfaction and retention on their platforms.
A Flexible Model
Our hybrid model combines technology with financial planners to provide scalable, low-cost advice that is personalised and meaningful.
Increased FUM
We help super funds grow their funds under management (FUM), by encouraging further contributions and consolidation of member super funds into their fund.