Technology company Asendium has announced it has partnered with national financial advice group FYG Planners as a key supplier of advice software that enables financial planners to deliver same day advice.
A statement from Asendium says it continues to “…transform the way financial planners deliver advice,” noting that its platform is “…simple to use, easy to learn, and delivers a significant cost reduction in producing advice for everyday Australians.”
The firm says financial planners under FYG’s license will be able to access their approved Statement of Advice through its Statement of Digital Advice system.
It says this allows FYG and individual financial planning businesses to tailor the SoA to their specifications, at less time and cost.
The firm says it acts as the “…‘guard rails’ for developing compliant advice, and financial planners can generate in-house, same day comprehensive and personalised advice – for a multitude of advice areas in combination with generating fact finds, strategy papers, and file notes.”
Asendium CEO Scott Miller says the firm’s mission “…is to help every eligible Australian access high quality, affordable financial advice. This starts with streamlining the advice production process for financial planners.”
FYG Planners General Manager Andrew Wootton says the partnership with Asendium underlines his firm’s commitment to supporting advisers with quality technology solutions.
“FYG is committed to providing advisers with the tools that help them speed up and streamline the advice process so they can focus more on their clients, and Asendium delivers in both those areas,” he says.
