Advise Wise introduces online applications for Legal & General products

13 February 2024

Advise Wise, leading later life sourcing platform for financial advisers, announced the introduction of online applications submission for Legal & General plans on its platform.

Following the recent API integration with the lender, to enable flexible pricing sourcing and Instant KFI requests, Advise Wise has extended the integration to product applications, allowing advisers to submit an online application directly from its platform.

With the new feature, Advise Wise members can submit applications for Legal & General’s products from the client case page on the Advise Wise Platform. This new development speeds up the process further, eliminates the need for duplicate data entry and reduces the risk of errors, enhancing the overall efficiency and accuracy of the advisory process.

As a result of the successful API integration, the new feature integrates into the Advise Wise Platform, which is linked to the Legal & General system through a sophisticated authentication solution providing cutting edge solutions for sourcing, quotes and now applications submissions.

Benjamin Wells, Head of Product and Development at Advise Wise commented on the new feature “We are committed to offering our members an intuitive but powerful tool, where they can manage their later life lending cases from product sourcing to completion. The integration with Legal & General’s portal is a testament to the company's dedication to simplifying processes and empowering advisers.”

He continued: “We’re working with lenders in the industry to extend API integrations to many other product ranges and streamline the advice process further.”

Advisers can access flexible pricing and Instant KFIs for Legal & General plans as well as submit online applications from their Advise Wise account or alternatively register for free at advisewise.com.