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Description
Advise Wise is an innovative cloud-based platform designed for financial advisers, enabling them to efficiently source, compare, and manage mortgage and equity release products for clients in later life by utilizing advanced filters, integrated property and medical assessments, side-by-side comparisons of plans, and Quick Quote tools for prompt initial estimates. This platform also incorporates a robust CRM system that allows advisers to keep client information, case documents, product searches, and essential fact illustrations securely organized, while also enabling the uploading of various file formats and monitoring case progress in compliance with regulatory standards like Consumer Duty and FCA guidelines. Additionally, it boasts an integrated Fact Find template that automatically fills in client and property details, facilitates the creation of AI-driven Suitability Letters, and allows for seamless submission of Key Facts Illustrations and online applications through API links with lenders; advisers can further select and direct specialist solicitors from within a client's case to streamline the process. With these comprehensive features, Advise Wise empowers advisers to deliver personalized service and maintain efficiency in their practices.
Description
Advisory AI stands as the pioneering AI-Copilot designed specifically for financial advisors, bringing innovative AI software that transforms the creation and management of advisory documents. Our user-friendly platform enables financial professionals to automate any advisory document within a mere 5 minutes, significantly enhancing productivity and conserving valuable time. We excel in automating essential reports such as Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. By streamlining the advisory process, our technology allows financial advisors to concentrate on providing outstanding client service while alleviating their administrative burdens. Embrace the power of Advisory AI to elevate your practice with efficient, AI-powered solutions crafted to meet the demands of today’s financial advisors, ensuring they can navigate complexities with ease and efficiency.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
£49/user/mo
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Advise Wise
Founded
2019
Country
United Kingdom
Website
advisewise.com/platform/
Vendor Details
Company Name
AdvisoryAI
Founded
2023
Country
United Kingdom
Website
advisoryai.com
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages