Platform
Take advantage of the most advanced technology to find the best equity release products for your clients’ needs.
To easily identify the most suitable later life mortgages and download the PDF to present clear and concise product information to your clients, and fulfil Consumer Duty requirements.
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Request Instant KFIs and submit online applications in just one click from the Advise Wise Platform.
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Fulfil Consumer Duty requirements in later life lending with Advise Wise’s compliance suite, designed with the FCA’s guidance and the Equity Release Council’s checklist in mind.
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Save time and collect all the relevant information to assess your client’s circumstances with our Fact Find template, integrated with case data, which pre-populates with your client and property information.
Print it, complete it offline, online or a combination of both, the choice is yours.
Easily complete the Suitability Letter with integrated AI-support, while adhering to the FCA’s guidance on document lengths, signposting information from the Fact Find and KFI.
Request deeper customisation and compliance support to help you evidence suitable later life lending advice. You can have dynamic question sets and Suitability Letter content tailored for your network, if you prefer to use your own questions and compliance content.
Select and instruct a specialist solicitor from our panel in just a click, directly from your client case. Save time with our automated instruction process without the need of re-typing case details. Your client can benefit from an exclusive deal, too!
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Store your clients cases, documents, product search and KFIs all in one place, in your Advise Wise account
Store all your client’s details together, from product searches to KFIs, Fact Finds and much more.
Upload any documents to your client case, including PDF, Excel, Scanned images Word documents and many more.
Our modern API, built using the latest technology, ensures your data is safe and secure all the time and enables us to integrate every action on the portal.
Integrations are possible across the board, including:
To allow a seamless later life sourcing journey with fast downloads and no re‑keying.
Such as conveyancing instructions, will referrals, LPA referrals, pension referrals etc…
To provide online calculators and data capture to websites
For sourcing, quotations and application submission.
To provide CPD information.
To assist advisors in writing compliant suitability reports for later life lending.
Our API provides thorough documentation and code examples to help you get up and running with minimal new coding.
We also offer an optional package with expert development resources if you need more assistance than the documentation.
Advise Wise Limited, 2200 Century Way, Leeds, LS15 8ZB | Company registered in England and Wales. | Company number: 11705013 | Telephone: 0333 050 8771
