Financial advice technology firm Asendium has announced a strategic partnership with Enzumo, an Australian specialist financial planning software customisation business with a national licensee customer base.
Asendium says that through the partnership with Enzumo, its clients will have access to a detailed and compliant Statement of Advice document that is linked to their Asendium account.
It says that for licensees, this provides a single SoA that is manageable through Asendium for their planner base. For those that require a customised option, Enzumo can build and maintain their SoA template through the Asendium platform.
Asendium CEO, Scott Miller says the firm is focused on streamlining the advice delivery process, and the SoA is a huge part of that.
He says the Enzumo template “…creates a living document that is updated dynamically to reflect regulatory change and works for any financial adviser or licensee.”
The firm states that as Asendium is CRM agnostic, the partnership will enable Enzumo to service existing XPLAN users. Asendium customers who utilise XPLAN will also be able to work with Enzumo on its specialist workflow design service.
Enzumo National Account Manager, James Blanton says the firm believes this strategic partnership allows it to be a key part of delivering the next stage of financial advice technology.
” We currently work with many advice businesses on how they can create efficiencies utilising and managing their own XPLAN sites and through our partnership with Asendium, we will be able to complement this by allowing every Asendium user access to … financial advice templates, and offering our consulting services where they may need help on XPLAN or other parts of their tech solutions,” he says.
Asendium explains it acts as the ‘guard rails’ for developing high-quality advice, and advisers can generate in-house, next day comprehensive and personalised advice – for a multitude of advice areas in combination with generating fact finds, strategy papers, and Statements of Advice.
