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2024

Advise Wise streamlines support for vulnerable clients

Advise Wise partners with Comentis to enhance support for advisers

Advise Wise streamlines support for vulnerable clients

Advise Wise enhances vulnerability support for later life advisers

Advise Wise and Comentis Join Forces to Support Vulnerable Clients

Advise Wise launches new cost calculator tool, transforming product sourcing for later life advisers

Advise Wise unveils new cost calculator tool

Advise Wise launches cost calculator tool for advisers

Advise Wise launches later life mortgage calculator

Advise Wise launches later life mortgage comparison calculator

Advise Wise launches calculator for later life advisers

Advise Wise enhances platform to allow clients’ medical data

Advise Wise introduces platform improvement for enhanced customer outcomes

Advise Wise makes platform improvements around customer health data

Advise Wise enhances platform capability

Platform upgrade from Advise Wise

Advise Wise enhances platform to include client medical data

Advise Wise introduces platform medical detail improvements

Royal London expands equity release distribution through Advise Wise

Royal London Equity Release Principal product now available through the Advise Wise Platform

Royal London Equity Release rolls out principal product on Advise Wise platform

Royal London ER rolls out principal product on Advise Wise

Royal London ER adds principal product to Advise Wise platform

Royal London Equity Release rolls out new offering through Advise Wise

Royal London partners with Advise Wise

Advise Wise adds primary surveyor information to platform

Advise Wise launches surveyor information to support later life advisers

Advise Wise adds primary surveyor information to search

Advise Wise introduces affordability tags for Consumer Duty compliance

Advise Wise introduces affordability tags to enhance Consumer Duty compliance

Advise Wise unveils affordability tags

Advise Wise introduces affordability tags to enhance Consumer Duty compliance

Advise Wise introduces API integration with Canada Life

Advise Wise integrates with Canada Life via API

Advise Wise brings out API integration with Canada Life

Advise Wise introduces API integration with Canada Life

CSS partners with Advise Wise

Countrywide Surveying Services partners with Advise Wise to enhance survey access

Countrywide Surveying Services partners with Advise Wise

CSS partners with Advise Wise

CSS partners with Advise Wise

Countrywide Surveying forms partnership with Advise Wise

CSS agrees partnership with Advise Wise

CSS forms partnership with Advise Wise

CSS forms partnership with Advise Wise

Advise Wise adds Newbury's RIO plans to its platform

Newbury Building Society RIO plans added to Advise Wise platform

Advise Wise adds Newbury BS' RIOs to platform

Advise Wise adds Newbury BS’s RIO plans to platform

Advise Wise adds Newbury Building Society retirement interest-only plans to its platform

Advise Wise appoints new managing director

Tech to optimise the later life advice process

Advise Wise appoints Aaron Conlon as managing director

Advise Wise hires Aaron Conlon as MD

Conlon joins Advise Wise as managing director

Advise Wise appoints managing director

Advise Wise appoints Aaron Conlon as managing director

Buckinghamshire BS partners with Advise Wise

Buckinghamshire BS partners with Advise Wise

Buckinghamshire BS offers later-life lending via Advise Wise

Buckinghamshire BS partners with Advise Wise

Buckinghamshire BS launches with Advise Wise

Buckinghamshire Building Society partners with Advise Wise

Advise Wise sees 139% increase in later life searches in 2024

Advise Wise enhances compliance and audit process with new research document

Advise Wise unveils improved research PDF

Advise Wise enhances compliance and audit processes for advisers

Advise Wise updates research PDF for compliance and audit

Advise Wise adds online applications for Legal & General products

Advise Wise introduces online applications for L&G products

Advise Wise integrates online application submissions for Legal & General plans

Advise Wise brings in online applications for L&G products

L&G Home Finance intros software integration with Advise Wise

Legal & General Home Finance launches API integration with the Advise Wise Platform

L&G Home Finance integrates with Advise Wise platform

Legal & General Home Finance launches API integration with the Advise Wise Platform

L&G Home Finance launches API integration with Advise Wise

Legal & General Home Finance in API integration with Advise Wise Platform

The evolution of equity release - what's changed and what's to come

All the winners of the Equity Release Awards 2024

2023

Loughborough BS joins Advice Wise’s later life lending panel

Which technological advancements have truly benefited the mortgage market?

Advise Wise adds Early Repayment Charge priority feature

Advise Wise adds ERC period filter

Advise Wise adds Early Repayment Charge period sorting feature

Advise Wise adds feature to prioritise Early Repayment Charge period

Advise Wise adds later life market events web page

Advise Wise launches Market Events page

Broker forum outlines most popular topics for discussion

Advise Wise adds four new specialist solicitors to legal hub

Advise Wise broadens legal offering and enters Scotland

Advise Wise grows its legal hub and introduces services in Scotland

Advise Wise joins Folding@home initiative

Advise Wise partners with Folding@home to contribute to medical research

Advise Wise introduces online applications submission for Just products

Advise Wise brings out online application submission for Just products

Advise Wise launches one-click online application submission for Just products

Advise Wise adds Just online application submission

Advise Wise launches system for equity release advisers

Advise Wise launches fact find and suitability letter system

Advise Wise introduces system for equity release advisers amid FCA review

Advise Wise adds later life best practice package

Advise Wise introduces Fact Find and Suitability Letter System

Advise Wise launches Fact Find and Suitability Letter System in response to FCA review on later life mortgages

Advise Wise launches later life best practice package

Advise Wise launches annuity referral service

Advise Wise unveils annuity referral service

Annuity referral system added to Advise Wise

Advise Wise offers annuity referral service

Advise Wise platform launches annuity referral service

Later life adviser platform rolls out annuity referral system

Advise Wise introduces Contact Directory for financial advisers

Advise Wise launches broker contacts directory on platform

Advise Wise launches Contact Directory for advisers

Advise Wise provides new contact directory

Advise Wise adds broker contacts directory to platform

Advise Wise introduces Contact Directory for financial advisers

Advise Wise announces API integration with Aviva

Advise Wise introduces API Integration with Aviva

Advise Wise reveals API Integration with Aviva

Advise Wise adds green features to sourcing platform

Advise Wise adds EPC features to sourcing platform

Advise Wise adds EPC scoring system to platform

Advise Wise adds new sourcing features on EPC Ratings

Advise Wise adds EPC sourcing features

Advise Wise launches new sourcing features for EPC ratings

Advise Wise launches EPC scoring system on platform

Shifting customer needs and adviser behaviour: a post-budget analysis

Advise Wise and Responsible Lending unveil API integration

Advise Wise integrates Responsible Lending for quote requests

Advise Wise integrates Responsible Lending into platform

Advise Wise teams up with Responsible Lending for quote integration

Advise Wise introduces Appointment Log feature for Consumer Duty compliance

Advise Wise introduces new feature to help with Consumer Duty compliance

Advise Wise adds Appointment Log feature for Consumer Duty

Advise Wise enhances accessibility of later life platform

Advise Wise improves platform accessibility

Advise Wise makes further improvements to its platform

Advise Wise makes platform improvements

Advise Wise extends CRM for Consumer Duty

Advise Wise develops CRM platform for Consumer Duty

Advise Wise enhances CRM platform for Consumer Duty

Advise Wise extends its CRM abilities for Consumer Duty

Advise Wise pilots industry-first AI-powered Suitability Letter for equity release

Advise Wise pilots AI-powered suitability letter for equity release

Advise Wise extends AI-powered equity release suitability letter pilot

Advise Wise launches pilot for AI-backed suitability letter for equity release

Advise Wise launches new product comparison feature for Consumer Duty

Advise Wise launches product comparison feature for lifetime mortgages and RIOs

Advise Wise adds product comparison feature for brokers

Advise Wise introduces new feature for Consumer Duty

Advise Wise appoints national account manager

Advise Wise appoints national account manager

Loughborough BS joins Advise Wise’s later life lending panel

Advise Wise adds The Loughborough to later life panel

Loughborough BS joins Advise Wise later life panel

Loughborough Building Society joins Advise Wise panel

Advise Wise integrates state benefits calculator to platform

2022

Advise Wise adds RIO mortgages to sourcing platform

Advise Wise adds RIO mortgages to sourcing

Advise Wise introduces new document upload feature

Advise Wise adds new document upload feature

2021

Advise Wise launches new legal hub with direct instruction feature

Advise Wise adds new legal hub and allows direct legal instruction

Advise Wise adds product comparison feature for later life advisers

Advise Wise adds 'price per pounds' feature to sourcing platform

Advise Wise unveils 'price per pound' sourcing feature

Advise Wise unveils product comparison feature

New desktop application and hybrid brokering services

Advise Wise provides adviser desktop application

Advise Wise launches desktop application for advisers

Mortgage roundup - PropTech, innovation and smart tools

Advise Wise launches new equity release fact find

Advise Wise unveils dynamic equity release factfind

Advise Wise launches customisable equity release fact find

Advise Wise adds additional underwriting questions to platform

Advise Wise introduces additional underwriting questions

Advise Wise adds extra underwriting questions

Advise Wise launches new resources for members

Advise Wise launches webinar series with Equity Release Council

Advise Wise offers new member resources

2021 view of the market

Advise Wise launches webinar series with Equity Release Council

Advise Wise introduces webinar series with Equity Release Council

2020

Advise Wise allows addition of fees on sourcing platform

Advise Wise adds fees option on sourcing platform

Advise Wise extends KFI feature to Just lifetime mortgage range

Advise Wise offers 'instant KFI' on Just products

Advise Wise integrates street view into platform

Advise Wise adds Street View and Maps functionality

Advise Wise begins 'Ask Jane' legal month

Advise Wise introduces KFI check and chase service

Advise Wise launched KFI Check and Chase Service

Advise Wise unveils KFI check and chase service

Advise Wise appoints head of distribution

Advise Wise launches exclusive membership

Advise Wise unveils exclusive membership programme

Advise Wise unveils new tree planting initiative

Advise Wise launches 'Upskill' series for later life advisers

Advise Wise unveils new Upskill series

Advise Wise joins the Equity Release Council

Advise Wise joins Equity Release Council

Advise Wise adds coronavirus news feed

Advise Wise launches Coronavirus news feed

Later life sourcing systems offer free coronavirus lender updates

Advise Wise adds COVID-19 later life news feed

Advise Wise platform launches Quick Quote feature

Advise Wise adds 'quick quote' to platform

Advise Wise adds quick quote feature

Advise Wise adds quick quote feature

Advise Wise unveils 'instant KFI' for Pure Retirement plans

Advise Wise introduces specialist solicitor panel

Advise Wise adds solicitor panel

New mortgage club launches specialist solicitor panel

Hodge joins Advise Wise Mortgage Club lender panel

Advise Wise Mortgage Club adds Hodge to panel

New mortgage club Advise Wise expands panel

Hodge has been added to Advise Wise Mortgage Club’s lender panel.

Advise Wise launches mortgage club for later life market

Advise Wise launches Mortgage Club

New mortgage club for later life lending launches

New mortgage club launches to market

Two hires for new later life lending platform

Advise Wise makes double hire to head new mortgage club

Appointment of Jane and Jon to develop the mortgage club launching in February

2019

New firm launches equity release sourcing tool

Whole of market equity release tool launched

Equity release sourcing tool launched for independent advisers

Exclusive: Advise Wise launches equity release sourcing tool including Aviva rates