Outsourced paraplanning service, TNW Solutions, has partnered with Asendium to generate Statements of Advice to keep up with the high demand from its financial planning businesses.
A statement from the technology company says that as part of its offering, TNW Solutions utilised Asendium’s Statement of Digital Advice system and Enzumo’s compliance wording, to tailor the SoA to their specifications more efficiently.
It states that Asendium acts as the ‘guard rails’ for developing high-quality advice, and paraplanners can generate comprehensive and personalised advice, for a multitude of advice areas quickly.
Asendium CEO Scott Miller notes that paraplanning is an essential service that licensees and financial planners rely on to help them service their clients.
“At Asendium, our mission is to help every eligible Australian access high quality, affordable financial advice, and this starts with streamlining the advice production process for support services – primarily with the paraplanning industry,” he says.
