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Showing 1 - 6 of 6 results for "Asendium"

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Asendium has joined forces with a licensee support firm that has more than 70 AFS Licensees nationwide. My Dealer Services is using the financial advice technology firm's software to develop compliant advice. Advisers will be able to generate in-house ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
Financial advice technology solution provider Asendium has added a risk and compliance feature via a new partnership with Fourth Line. Fourth Line will help advisers deliver risk and compliance reviews as part of their document preparation. The integration ...

Licensee awards tech mandate

KARREN VERGARA  |  TUESDAY, 1 JUN 2021
... client experience of advice. Finchley & Kent, launched one year ago now has about 14 advisers on board, has replaced Asendium for its fact-find solution. In March, ROAR patented Highlighter, its proprietary application that enables the conversion of ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
... officially launched a solution that slashes the time to generate a statement of advice from eight hours to two hours. Asendium is aiming to reduce three major bottlenecks for advisers: processes, people and fragmented systems. Asendium chief executive ...

Industry veterans launch dealer group

ALLY SELBY  |  MONDAY, 17 AUG 2020
... can have a very compliant dealer group and also very productive advisers." Finchley & Kent has so far partnered with Asendium to provide advisers with digital Fact Finds and my Dealer Services for the day to day running of the dealer group. It has also ...

Regtech adds to advisory board

ALLY SELBY  |  MONDAY, 13 JUL 2020
Australian regtech company Asendium has made two new advisory board appointments, which it says will help prepare the company for expansion into the US, UK, Canadian and European markets. Former AMP director of technology Giovanni De Angelis and corporate ...
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