Advise Wise introduces API integration with Canada Life

31 July 2024

Advise Wise, a leading later life lending platform, is pleased to announce the introduction of its latest API integration with Canada Life.

The successful integration between Advise Wise and the later life lender results in Advise Wise users now being enabled to request Instant Key Facts Illustrations (KFIs) and submit online applications from Canada Life’s product range in just a few clicks, directly from the Advise Wise Platform.

The two systems are linked through a cutting-edge authentication solution that enables users to connect to Canada Life’s portal through their Advise Wise account.

The integration brings advisers several benefits, including a more streamlined and efficient sourcing process and the time savings generated by not having to log into the lender’s portal and re-key all the client case details for each KFI request and application submission.

Benjamin Wells, Head of Product and Development at Advise Wise, commented “We’re thrilled to announce the API integration with Canada Life, and the extension of the Instant KFIs and online app submission features to a new product range. Advise Wise is at the front line of technical innovations in the later life landscape, as we’re always working with the major industry providers to bring advisers better experiences and to simplify the advice process.”

He continued: “This enhancement follows many more integrations we’ve already developed with several later life lenders and specialist solicitors, as we connect different systems to simplify processes and empower advisers to achieve more. We remain committed to offering our users best-in-class technology, and now more than ever it plays a very important role in the industry, helping the market grow while enhancing customer outcomes.”

Sadna Zaman, Proposition Development Manager, Home Finance, Canada Life commented:

“In a market that is constantly changing and evolving, we know that time is of the essence. So we are really pleased to be working with Advise Wise to launch another API link to our adviser portal.”

“This integration will save processing time and provide advisers with a more streamlined journey, helping to ensure that the application process works as smoothly as possible. This is a great step forward for the market and the advisers we support.”