Financial planners under FYG’s license would now be able to access their approved statements of advice (SOAs) through Asendium’s statement of digital advice system, reducing the time and cost of tailoring the documents to client and business specifications.
“At Asendium, our mission is to help every eligible Australian access high-quality, affordable financial advice. This starts with streamlining the advice production process for financial planners,” said Asendium chief executive Scott Miller.
“Through our deep integrations and Statement of Digital Advice (SoDA) system, Asendium is on its way to becoming the market-leading financial planning software that will power the advice landscape of the future.”
Through this partnership, FYG would be able to generate in-house, same-day comprehensive and personalised advice across a variety of areas.
According to FYG Planners’ general manager, Andrew Wootton, this underlined FYG’s commitment to its clients by speeding up and streamlining the advice process with the help of technology.
He said: “Building on top of our internally developed WealthEye CRM, the partnership with Asendium means FYG has one of the most exciting technology value propositions for advisers in the Australian advice marketplace.”
Established in 2002 and headquartered in Tasmania, FYG Planners is a privately owned AFSL supporting advisory businesses with customised technology, service, and compliance solutions.
Congratulations Scott! There’s no doubting you were one of the 1st to digitalise/streamline the advice, compliance and advice process. Great work. You deserve every success.