Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Bridger Insight XG
ECFX Notice
InsurIQ
Juris
Lexis
LexisNexis Prospect Portfolio
Microsoft Outlook
Microsoft Word
Nexis Data+
Nexis Diligence
Integrations
Bridger Insight XG
ECFX Notice
InsurIQ
Juris
Lexis
LexisNexis Prospect Portfolio
Microsoft Outlook
Microsoft Word
Nexis Data+
Nexis Diligence
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