Advise Wise introduces Instant KFI for Pure Retirement plans

18 May 2020

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.

The latest development released on Advise Wise allows users to generate a KFI in less than 60 seconds directly on the Advise Wise platform.

Once the adviser submits a KFI request, the illustration is generated via an API link with Pure Retirement. In just a few seconds the KFI is ready to be downloaded and the advisor receives an email confirmation. The KFI is then conveniently stored in the Advise Wise CRM to provide brokers with an audit trail for each of their clients.

In line with the aim to streamline and simplify the advice process, with this latest enhancement Advise Wise brings product sourcing to the next level, making it quicker and more efficient for brokers to recommend plans.

Instant KFI on Advise Wise is available for all Pure Retirement products, with some products available with market-leading low rates from just 2.48% MER.

Advise Wise is currently working with other lenders to connect the platform to their systems in order to implement the Instant KFI process to all their available products. However, for many lenders, a KFI can be requested in just one click via Advise Wise’s automated KFI process.

Jonathan Thirkill, Chief Executive Officer at Advise Wise commented on the release: “We are proud of this achievement and we strongly believe this is just the first step toward a more efficient way to source products. Advise Wise will continue to push innovative new features to reduce the barriers for advisors in providing excellent advice to their clients.”

“Time is a very precious asset, especially for an adviser. We envisage a future where brokers will be able to get instant KFIs for any product available on the market.”

Paul Carter, Chief Executive Officer at Pure Retirement said: “Making things as simple as possible for advisers is more important than ever in the current climate, and technology is playing a key role in that. Having a sourcing platform offering instant KFIs is fantastic for the market, and as a lender similarly committed to offering technological solutions to our adviser network it’s something that we wholeheartedly welcome and support.”

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