Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Utilize dynamic interactive dashboard visualization tools to monitor case developments and clarify information effectively. Transform your approach to organizing and examining litigation evidence with CaseMap® software. Maintaining organization can be difficult, even for straightforward cases. With CaseMap software, you can consolidate all relevant facts into one central location, providing a comprehensive overview of your case that aids in developing a robust legal strategy. Furthermore, this software enhances your efficiency by allowing quick access to essential documents and other critical information related to your case. Additionally, CaseMap fosters collaboration among team members by offering intuitive visual aids that track the progress of the case. You can gather all pertinent documents from various formats—such as PDFs, Microsoft Outlook, Microsoft Word, and the Lexis service—into a singular repository. The software enables effortless searching and filtering of every fact and document, allowing you to pinpoint crucial pieces of information with ease. This streamlined approach ultimately contributes to a more effective and organized legal practice.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bridger Insight XG
ECFX Notice
InsurIQ
Juris
Lexis
LexisNexis Prospect Portfolio
Microsoft Outlook
Microsoft Word
Nexis Data+
Nexis Diligence
Nexis Social Analytics
VerifyRX
eCitation

Integrations

Bridger Insight XG
ECFX Notice
InsurIQ
Juris
Lexis
LexisNexis Prospect Portfolio
Microsoft Outlook
Microsoft Word
Nexis Data+
Nexis Diligence
Nexis Social Analytics
VerifyRX
eCitation

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

LexisNexis

Founded

1970

Country

United States

Website

www.lexisnexis.com/en-us/products/casemap.page

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

Product Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Alternatives

Alternatives

Case Notebook Reviews

Case Notebook

Thomson Reuters
focus:360 adviser Reviews

focus:360 adviser

Focus Solutions