more2life integrates with Advise Wise

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The Advise Wise Platform has been integrated into more2life allowing its members to request instant KFIs for all more2life’s products via one click before submitting the application through the later life lender’s fastpath portal.

The two systems are now linked with an authentication solution, meaning Advise Wise never sees or stores the adviser’s more2life credentials.

ONE-CLICK ACCESS
Dave Harris, more2life
Dave Harris, more2life

Dave Harris, chief executive of more2life, said: “We are very pleased to be able to announce our latest API integration with a later life advice partner, in this case, Advise Wise, whose adviser members will now benefit from one-click access to receive instant KFIs, plus they’ll be able to submit their online applications via the platform straight to us.”

And he added: “This clearly offers adviser benefits in terms of cutting down on their administration, getting rid of potential rekeying of data plus it provides a seamless access to our product offering.

“This is all about utilising our strong technology proposition to work with more advisers and firms, and to ensure they have a seamless connection with us to get the best outcomes for both their clients and their business.”

BEST CUSTOMER OUTCOMES
Benjamin Wells, Head of Product & Development at Advise Wise
Benjamin Wells, Advise Wise

Benjamin Wells, Head of Product & Development at Advise Wise, said: “The addition of instant KFI for all more2life’s product ranges is another great step forward on our mission to provide the easiest and most efficient adviser tools for the industry while ensuring the best customer outcomes through our whole of market sourcing platform.”

MORTGAGE CLUB

Advise Wise is a free-to-join later life sourcing platform with an integrated mortgage club that offers access to exclusive later life lending deals and 37 trusted partners from across the sector.

It provides advisers with accurate and tailored sourcing, an integrated compliance suite and a Quick Quote service.

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