Advise Wise has announced the release of its improved research PDF document.
The sourcing platform for later life advisers claims the new document facilitates compliance and audit processes, offering advisers a more efficient and transparent way to access key quote information.
The upgraded research document showcases all crucial quote information, including any product range exclusions, in a clear and concise format. It is designed to make it easier for advisers to navigate through search results and filter options. With its improved layout, the new research PDF allows users to quickly find the information they need, enhancing the overall user experience and ultimately the advice process, Advise Wise claims.
Benjamin Wells, head of product and development at Advise Wise, said: “We’re excited to roll out this new version of our research PDF document. This update is part of our ongoing commitment to providing best-in-class tools for financial advisers. Our new format ensures compliance and audit needs are met while delivering a streamlined, user-friendly experience.”
Advisers can download the enhanced research PDF by clicking on the ‘Download PDF’ icon, located at the top right above the search results on the Advise Wise platform.
