Advise 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.
Published: 19 September 2023
Advise 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.
Published: 9 August 2023
Advise 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.
Published: 1 August 2023
Advise 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.
Published: 21 July 2023
Revolutionising 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.
Published: 7 July 2023
Advise 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.
Published: 6 June 2023
Advise 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.
Published: 12 April 2023
Advise 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).
Published: 21 March 2023
Advise 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.
Published: 7 March 2023
Advise 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.
Published: 31 January 2023
Advise Wise integrates state benefits calculator to the platform
Advise Wise has partnered up with entitledto to integrate a state benefits calculator to the platform.
Published: 18 January 2023
Advise 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.
Published: 22 November 2022
Advise 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.
Published: 26 October 2022
Advise 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
Published: 13 December 2021
Advise 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.
Published: 27 October 2021
Advise 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.
Published: 13 October 2021
Advise 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.
Published: 21 June 2021
Advise 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.
Published: 20 April 2021
Advise 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.
Published: 2 March 2021
Advise 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.
Published: 29 January 2021
Advise 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”.
Published: 28 January 2021
Advise 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.
Published: 26 November 2020
Advise Wise extends Instant KFI feature to Just product range
Advise Wise Platform extends Instant KFI feature to Just For You Lifetime Mortgage range.
Published: 18 November 2020
Advise 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.
Published: 19 October 2020
Advise 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.
Published: 1 October 2020
Advise Wise introduces KFI Check and Chase Service
Advise Wise has introduced a new KFI Check and Chase Service for its Mortgage Club members.
Published: 4 September 2020
Advise Wise welcomes Craig Faulkiner as Head of Distribution
Advise Wise is pleased to announce Craig Faulkiner has joined the team as Head of Distribution.
Published: 22 July 2020
Advise Wise launches Advise Wise Plus exclusive membership
Advise Wise launches Advise Wise Plus, an exclusive membership for select later life advisers.
Published: 20 July 2020
Advise 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.
Published: 1 July 2020
Advise 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.
Published: 23 June 2020
Advise Wise launches a new Upskill series
Advise Wise launches Ask Jane, a new Upskill series for later life advisers.
Published: 8 June 2020
Advise Wise becomes a member of the Equity Release Council
Advise Wise has joined the Equity Release Council as a new member.
Published: 28 May 2020
Advise 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.
Published: 18 May 2020
Advise Wise supports retention and desktop valuations
Advise Wise sourcing platform supports desktop valuations and retention on the loans.
Published: 7 April 2020
Advise 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.
Published: 1 April 2020
Advise 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.
Published: 25 March 2020
Advise Wise launches specialist solicitor panel
Advise Wise Mortgage Club launches a specialist solicitor panel for its members.
Published: 28 Febrary 2020
Advise 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.
Published: 5 Febrary 2020
Advise 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.
Published: 24 January 2020
Advise 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.
Published: 16 December 2019