Asendium
This innovative financial planning tool revolutionizes the advice production process for planners, paraplanners, and admin teams. By slashing the time to create a Statement of Advice from 16 hours to just 2, it ensures optimal productivity. Seamless integration with leading platforms allows for efficient data management and compliance, while automating over 200 strategies enhances service delivery.
Top Asendium Alternatives
Dcypher
The investment management software streamlines portfolio tracking, analytics, and reporting, enabling users to make informed financial decisions.
Stropro
This investment management software offers wealth advisers global access to over 400 tailored investment solutions, empowering them to craft and oversee portfolios aligned with client goals.
Sargon
Sargon Dental provides tailored dental solutions for adults, emphasizing precision in general, preventive, and cosmetic dentistry.
Sharesight
This powerful portfolio tracking software allows investors to monitor their investments seamlessly in one place, featuring award-winning performance and robust dividend tracking.
Registry Direct
Registry Direct is an advanced online platform that simplifies securities management and investor relations for companies and fund managers.
PropertyDirector
Renowned for its user-friendly interface, PropertyDirector offers exceptional investment management features tailored for property investors.
Invest Suite
By offering B2B, API-enabled solutions, it allows firms to customize investment experiences, optimize portfolio construction...
Stock Portfolio Organizer
Its robust JavaScript scripting capability allows custom calculations and tools, while secure local data storage...
Diversiview
Users can calculate key indicators like expected return and volatility, assess diversification at the investment...
HALO Global
Investors can stay informed with timely insights and expert tips directly to their inbox, enhancing...
Calibre RMS
Users can effortlessly unify company and thematic research, integrate qualitative insights with modeling, and collaborate...
BuyHoldTrack
Users can measure key performance indicators like equity and cash flow, while also collaborating with...
Vyzer
With features like integration of investment accounts, automated transaction tracking, and AI-driven insights, it empowers...
MomentumTRUST
Integrated with trading software, it provides instant valuations while its built-in CRM+ and Event Manager...
Beanvest
With features like broker synchronization, allocation visualization, and access to fundamental data on over 250,000...
Top Asendium Features
- Dynamic advice production tool
- Reduce advice creation time
- Integrate with leading platforms
- Customisable compliance configurations
- Eradicate double data entry
- Automated strategy generation
- Comprehensive product comparisons
- Personalised advice documentation
- Streamlined research process
- Efficient intra-fund advice production
- User-friendly interface for teams
- Real-time data access
- Quality assurance measures
- Optimised productivity workflows
- Minimise human error
- End-to-end advice automation
- Simplified document editing
- Multi-document generation capability
- Support for diverse business needs.
