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Average Ratings 0 Ratings

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ease
features
design
support

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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

Hubbix is an online tool that business coaches, advisers and consultants can use to provide advice to clients. It allows them to assess the business of their clients, identify their vulnerabilities and opportunities, and create action plans that reflect what is needed to achieve their goals. Benefits: 1. You can save 45% of your time by not having to type up notes or actions after each meeting. You don't need to prepare before the meeting and you get straight to the point in the meeting. 2. It increases the Client LTV (Lifetime Value) by providing them with a structure that they can work on. 3. You can now offer exit strategy planning as a service to your customers. 4. Offers a HOLISTIC DIAGNOSTIC APPROACH for business advisory services, so that no matter what your background or experience is, you can guide clients in areas where you do not have any experience. 5. It provides a PROVEN framework for client sessions which gets results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

£96/month
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

Hubbix

Founded

2020

Country

United Kingdom

Website

www.hubbix.app

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

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

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