Solution introduction
Effortlessly source later life plans from across the market
An advanced sourcing platform to find the best equity release plan for your clients’ needs
From a market-leading Quick Quote to source whole of market plans, to a client CRM to store all your customers’ cases, documents & KFI's.
All the reasons why you should use the Advise Wise Platform
- Free to use and whole of market
- Intuitive product sourcing with advanced filters
- Market’s first comparison table
- Instant and automated KFIs on multiple plans
- Select and instruct a solicitor in just one click
- Dynamic Fact Find, fully customisable to your needs
- Handy calculators, including Quick Quote tool
- Lenders & specialist solicitors hubs
- Client CRM to store all your cases and documents
