Asendium

[john.gartland]

Overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration details

Asendium is a sophisticated advice production software, designed to seamlessly take the recommendations from advice teams, and with the precision of automation, develop personalised advice documents in 2-4 hours.

Software type: Advice

Locale:  AU

Expected delivery: Full live August 2023

Activation type (once live):

• System Settings self enablement
• Will require a 'Service Account User' to be created by the Client Firm with visibility all Clients and all users
• will require registration with Asendium

Contact details for integrator: John De Angelis  john.deangelis@asendium.com

Website for integrator: www.asendium.com

Description provided by the integrator:

Asendium supercharges the support teams within financial planning businesses to help them produce same day, personalised advice for various scopes of advice. From one set of inputs, advice teams can produce Fact Finds, Strategy Papers with Research and Statements of Advice simultaneously in 2- 4 hours. Our dynamic  financial planning software is built with the capability to configure and automate 200+ strategies. Asendium is a simple solution for your complex business. Give your team the tools they need to keep up with the demand for advice.

Setup Instructions

Standard Iress Open pattern, can be enabled by your site administrator.

For further assistance

Please contact your Iress representative (Account Manager/Executive) if you need further assistance.

Related Articles

Asendium Web Help:  www.asendium.com/videos/

Activating Standard Intregrations: 

• Standard Integration Activation in Xplan