Press Releases
Advise Wise enhances vulnerability support for later life advisers, using Comentis technology
Advise Wise, a leading later-life sourcing platform, today announces it will work with Comentis, the duty of care assessment company, to provide advisers with a seamless solution for identifying and supporting vulnerable clients. Thanks to the API integration, Advise Wise members can now access Comentis’ vulnerability assessment tool, which helps advisers determine and document areas of potential vulnerability among clients in an objective and consistent manner.
Read moreAdvise Wise launches new cost calculator tool, transforming product sourcing for later life advisers
Advise Wise, a leading later life sourcing platform, is proud to announce the launch of its innovative Cost Calculator tool. This new feature empowers advisers to seamlessly compare key metrics of different later life mortgage products side by side for the very first time in the UK, to deliver highly informed and tailored advice based on the client’s specific circumstances.
Read moreAdvise Wise introduces primary surveyor information enhancing adviser support in later life lending
Advise Wise, a leading later life sourcing platform, is excited to announce the introduction of primary surveyor information to its product search results. This new feature empowers advisers by providing visibility into the primary surveyor for any product range or lender, offering greater flexibility and enhancing their ability to meet client’s needs effectively.
Read moreAdvise Wise introduces affordability tags to enhance Consumer Duty compliance and improve customer outcomes
Advise Wise, the leading later life sourcing platform, is proud to announce the introduction of innovative affordability tags to its platform. This new feature is designed to help advisers easily identify which products require an affordability calculation, ensuring they meet Consumer Duty requirements and ultimately improve outcomes for their clients.
Read moreAdvise Wise introduces API integration with Canada Life
Advise Wise, a leading later life lending platform, is pleased to announce the introduction of its latest API integration with Canada Life.
Read moreAdvise Wise adds Newbury Building Society Retirement Interest-Only (RIO) plans to its platform
Advise Wise, a leading sourcing platform for later life lending solutions, is proud to announce the addition of Newbury Building Society’s Retirement Interest-Only (RIO) mortgages to its comprehensive suite of financial products. This strategic partnership enhances Advise Wise’s portfolio, offering advisers and their clients more options for managing finances in retirement.
Read moreAdvise Wise appoints Aaron Conlon as Managing Director
Advise Wise, a leading sourcing platform for later life advisers, proudly announces the appointment of Aaron Conlon as its new Managing Director. With an illustrious career spanning over a decade in the financial services industry, Aaron brings a wealth of expertise and a proven track record of driving growth and innovation.
Read more2024 surge in later life demand
Advise Wise saw more than double (139% increase) in the number of customer searches in early 2024 compared with December as both advisors and customers seek to start the new year with finding solutions to the cost of living crisis.
Read moreAdvise Wise introduces online applications for Legal & General products
Advise Wise, leading later life sourcing platform for financial advisers, announced the introduction of online applications submission for Legal & General plans on its platform.
Read moreAdvise Wise adds feature to prioritise Early Repayment Charge period
Advise Wise, a leading later life sourcing platform, is thrilled to announce the launch of a new feature allowing advisers to easily sort and order product search results based on the length of the Early Repayment Charge (ERC) period.
Read moreIntroducing Advise Wise Market Events: a one-stop shop for all later life market events
Advise Wise is proud to announce the launch of its new Market Events page, a comprehensive web page designed to serve as the go-to destination for advisers seeking information on all industry events related to later life financial planning. This page simplifies the process of discovering and registering for the most relevant events in the later life market.
Read moreAdvise Wise expands legal hub and extends reach to Scotland
Advise Wise, a leading sourcing platform for qualified financial advisers, is thrilled to announce a significant expansion of its legal hub with the addition of four highly reputable specialist solicitors: Adlington Law, Boyd Legal, Forever Legal, and Tivoli Legal. This expansion not only broadens the range of legal expertise available to Advise Wise users but also extends its services to clients in Scotland through its partnership with Boyd Legal.
Read moreAdvise Wise takes bold step towards medical breakthroughs by joining Folding@home initiative
Advise Wise, a leading later life sourcing platform for qualified financial advisers, proudly announces its partnership with Folding@home, a groundbreaking distributed computing project aimed at accelerating scientific research in the pursuit of finding cures for cancer, Alzheimer’s, Parkinson’s, and other life-altering diseases.
Read moreAdvise Wise introduces its Fact Find and Suitability Letter System following the FCA review on later life mortgages
In the wake of the Financial Conduct Authority’s (FCA) comprehensive review of the equity release marketplace, Advise Wise is thrilled to unveil its groundbreaking solution: the Advise Wise Fact Find and Suitability Letter System.
Read moreAdvise Wise introduces innovative Contact Directory for financial advisers
Advise Wise, a leading later life sourcing platform for financial advisers, is thrilled to announce the launch of its newest platform feature, the Contacts Directory.
Read moreAdvise Wise announces API Integration with Aviva
Advise Wise, leading later life sourcing platform for financial advisers, is thrilled to announce the successful API integration with Aviva.
Read moreAdvise Wise goes green with new sourcing features on EPC Ratings and Free EPCs
Advise Wise, a leading later life sourcing platform for financial advisers, announces the addition of innovative features, designed to promote a high Energy Performance Certificate (EPC) rating and offer free EPC evaluations. These enhancements align with Advise Wise’s commitment to sustainability, empowering businesses to make informed choices and contribute to a greener future.
Read moreRevolutionising collaboration: Advise Wise and Responsible Lending unveil seamless API integration for quote requests
Advise Wise, a leading later life sourcing platform for financial advisers, is thrilled to announce the integration of Responsible Lending, a leading later life lender, into its esteemed platform. This collaboration marks another significant milestone for Advise Wise and provides its members with a seamless experience in accessing the Royal London Equity Release product range provided by Responsible Lending. This follows the recent onboarding of LiveMore to the platform and provides Advise Wise users with access to every lender in the equity release marketplace.
Read moreAdvise Wise introduces Appointment Log feature for Consumer Duty compliance
Advise Wise, a leading sourcing platform for later life products, are pleased to announce the introduction of its new Appointment Log feature, allowing advisers to record appointments with clients to enhance their client case management and help them comply with Consumer Duty requirements.
Read moreAdvise Wise extends its CRM abilities for Consumer Duty
Advise Wise, a leading provider of technology solutions for the later life lending market, have continued to improve their sourcing platform into a fully fledged CRM system to help support advisors with their Consumer Duty requirements.
Read moreAdvise Wise is running a pilot for the industry first AI powered Suitability Letter in equity release
Advise Wise has announced they are expanding the pilot for their Suitability Letter template, powered by Artificial Intelligence (AI).
Read moreAdvise Wise introduces new feature for product comparison across lifetime mortgages and RIOs for consumer duty
Advise Wise, the advanced whole-of-market platform for later life products, has announced the introduction of a new feature for its members. The new addition complements the product search and allows advisers to easily see different products side by side and also download a comparison PDF, providing them with an easy-to-use tool for presenting and comparing product offerings to their client and fulfil the needs of Consumer Duty.
Read moreAdvise Wise appoints Daniel Edmondson as National Account Manager
Advise Wise are pleased to announce the appointment of Daniel Edmondson as National Account Manager, where he’ll be working on the enhancement of advisers relationships and the execution of the company’s distribution strategy.
Read moreAdvise Wise integrates state benefits calculator to the platform
Advise Wise has partnered up with entitledto to integrate a state benefits calculator to the platform.
Read moreAdvise Wise adds RIO mortgages to its sourcing
Advise Wise has introduced Retirement Interest Only Mortgages and Holiday Let plans to its sourcing platform to widen the available products for advisers.
Read moreAdvise Wise Platform introduces a new document upload feature
Advise Wise Platform introduces a new feature allowing advisers to upload documents to their client’s case.
Read moreAdvise Wise introduces ‘Solicitors Direct Instruction’ feature and new legal hub
Advise Wise has introduced a ‘Direct Instruction’ feature enabling advisers to instruct solicitors directly from their Advise Wise account
Read moreAdvise Wise introduces price per pound feature to its sourcing platform
Advise Wise introduces the market’s first ‘Price per pound’ feature to its sourcing platform.
Read moreAdvise Wise introduces product comparison feature
Advise Wise has launched a product comparison feature on its Platform, enabling later life advisers to compare two or more products while running a product search.
Read moreAdvise Wise launches a desktop application for advisers
Advise Wise has launched a desktop application to allow advisers to conveniently access the Advise Wise Platform directly from their desktop, in just a single click.
Read moreAdvise Wise launches brand new dynamic Equity Release Fact Find
Advise Wise has today introduced a bespoke, customisable Equity Release Fact Find on its platform, accessible from the client’s case and integrated with the whole of market product search.
Read moreAdvise Wise introduces additional underwriting questions on the platform
Advise Wise introduces free optional underwriting questions to the platform to help users find the best products for their clients’ needs.
Read moreAdvise Wise introduces new collection of resources for its members
Advise Wise introduces a brand new digital resources collection for its members, accessible from their free account.
Read moreAdvise Wise launches a new live webinar series in collaboration with the ER Council
Advise Wise introduces a brand new webinar series “Good Practice Checklist explained, in collaboration with the Equity Release Council”.
Read moreAdvise Wise introduces the option to add fees on their sourcing platform
Advise Wise has introduced a new feature on their later life sourcing platform to incorporate all setup costs directly into their search.
Read moreAdvise Wise extends Instant KFI feature to Just product range
Advise Wise Platform extends Instant KFI feature to Just For You Lifetime Mortgage range.
Read moreAdvise Wise incorporates Street View and Maps into the platform
Advise Wise announces they’ve incorporated Google Street View and Google Map into the Advise Wise platform, allowing advisers to run quick checks on their client’s property.
Read moreAdvise Wise introduces Ask Jane legal month
Advise Wise announces the launch of ‘Ask Jane legal month’ from 1 October, with special episodes dedicated to advisers’ questions on all legal aspects of Lifetime Mortgages.
Read moreAdvise Wise introduces KFI Check and Chase Service
Advise Wise has introduced a new KFI Check and Chase Service for its Mortgage Club members.
Read moreAdvise Wise welcomes Craig Faulkiner as Head of Distribution
Advise Wise is pleased to announce Craig Faulkiner has joined the team as Head of Distribution.
Read moreAdvise Wise launches Advise Wise Plus exclusive membership
Advise Wise launches Advise Wise Plus, an exclusive membership for select later life advisers.
Read moreAdvise Wise launches later life lending Market News feed
Advise Wise launches its later life lending Market News feed to help advisers keep informed with market changes and updates from lenders and solicitors.
Read moreAdvise Wise announces its commitment to the environment with a new tree planting initiative
Advise Wise announces its commitment to the environment, launching an eco-friendly initiative where a tree is planted for every KFI requested on the Advise Wise Platform or through the Advise Wise Mortgage Club.
Read moreAdvise Wise launches a new Upskill series
Advise Wise launches Ask Jane, a new Upskill series for later life advisers.
Read moreAdvise Wise becomes a member of the Equity Release Council
Advise Wise has joined the Equity Release Council as a new member.
Read moreAdvise Wise introduces Instant KFI for Pure Retirement plans
Advise Wise, a free to use later life sourcing platform with integrated mortgage club, has introduced an Instant KFI feature on its platform for all Pure Retirement plans.
Read moreAdvise Wise supports retention and desktop valuations
Advise Wise sourcing platform supports desktop valuations and retention on the loans.
Read moreAdvise Wise introduces Coronavirus News Feed
Advise Wise has launched a Coronavirus News Feed page on its website to collect all later life updates from lenders and its partner solicitors.
Read moreAdvise Wise platform introduces Quick Quote feature
Advise Wise has released a Quick Quote feature on the platform, where in three clicks advisers can view available products from across the whole market.
Read moreAdvise Wise launches specialist solicitor panel
Advise Wise Mortgage Club launches a specialist solicitor panel for its members.
Read moreAdvise Wise launches Mortgage Club, enhancing its platform proposition
Advise Wise is pleased to announce the launch of the Mortgage Club, complementing the services of the innovative platform for the later life lending market.
Read moreAdvise Wise appoints two market experts
Advise Wise has welcomed on board two market experts, Jane Hanlon and Jon Tweed, to head the development of Advise Wise Mortgage Club that will be launched in February.
Read moreAdvise Wise unlocks the full potential of equity release market for independent advisors
A new company has promised to help unlock the full potential of the equity release market for the UK’s thousands of independent advisors by launching a free-to-use online service that provides full market access to live rates from all active equity lenders.
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