Advise Wise teams up with Responsible Lending for quote integration

Advise Wise, the later life sourcing platform for financial advisers, has integrated with Responsible Lending, offering its members an effortless way to access the Royal London Equity Release product range offered by the firm.

This integration comes on the heels of Advise Wise’s recent onboarding of LiveMore and provides its users with access to every lender in the equity release market.

The collaboration between Advise Wise and Responsible Lending gives financial advisers the ability to request Instant Key Facts Illustrations (KFIs) for Responsible Lending products directly from their Advise Wise accounts. In just a simple click, advisers can view comprehensive KFIs, ensuring quicker and more effective case sourcing and management for their later life clients.

By integrating Responsible Lending, Advise Wise continues to streamline the later life advice process for financial advisers. The expansion of their lender panel to include Responsible Lending bolsters the platform’s capabilities and allows advisers to offer more tailored solutions to their clients.

Jonathan Thirkill (pictured), CEO at Advise Wise, commented on the integration: “Our collaboration with Responsible Lending marks a significant stride for Advise Wise and underscores our dedication to providing our members with the best whole of market sourcing platform.”

He further highlighted: “We are the first and only sourcing platform that allows advisers to request an Instant KFI for the Royal London Equity Release products. This integration offers our members the convenience to request Instant KFIs with just a click for the Royal London Equity Release plans from Responsible Lending, eliminating the need for waiting around for the KFI to be emailed to the adviser. The quote is immediately available for download on the platform, improving their workflow and enhancing the client experience.”

Financial advisers can register for free on the Advise Wise platform to access its vast range of features that simplify the management and sourcing of later life cases. The platform boasts a user-friendly interface, comprehensive product data, and robust case management tools, all aimed to boost efficiency and help advisers provide outstanding service to their clients.

Chris Flowers, intermediary sales director at Responsible Lending, expressed his delight about the partnership. He said: “We are thrilled to launch with Advise Wise, enabling broader access to our exclusive Royal London equity release range of products. As the market evolves rapidly, customers demand trusted brands, and we are excited to offer Advise Wise members this competitive range.”

The integration of Responsible Lending into the Advise Wise platform is now live and accessible to all registered advisers.

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