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Advise Wise
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2024
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2024
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
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