Platform
Take advantage of the most advanced technology to find the best products for your clients’ needs.
To easily identify the most suitable products and download the PDF to easely present clear and concise product information to your clients, to fulfil Consumer Duty requirements.
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Request Instant KFIs and submit online application in just one click from the Advise Wise Platform.
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Fulfil Consumer Duty requirements with Advise Wise 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, that will pre-populate with client’s 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. 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, on the Advise Wise Platform
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 seamless sourcing journey, download of documentations and avoid all 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 suitability reports.
Our API comes with a raft of documentation and code examples to make it easy to set up and run with minimal new coding required.
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
