New integration to provide real-time investment comparison for advisers

Asendium says its two-way integration with product research solution ProductRex will provide advisers and planning teams with a “seamless” real-time investment comparison experience based on the specific needs of clients.

After inputting investment recommendations, users will have immediate access to information on the impact of fees, asset allocations and features of the recommended products.

“At Asendium, our vision is to help financial planning teams thrive and part of that vision is partnering with key technology providers that are changing the game in their respective fields,” Asendium CEO, Scott Miller, said.

“Our mantra is to build on the principle of ‘automate where you can and humanise where you must’.

“While Asendium’s configurable advice creation solution helps financial planning teams deliver next day comprehensive and scaled advice, ProductRex is innovating the legacy, clunky experience of product comparisons.”

ProductRex managing director Nick Topham added that the partnership with Asendium will be a game changer for advice software.

“Asendium aligns really well to our own priorities and I am excited to join forces to help deliver the new wave of advice software, which I believe will seriously disrupt the status quo,” he said.

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.