Advise Wise has launched a new platform feature, the Contacts Directory, designed to provide advisers with a collection of contacts they might need for cases.
The financial advisory landscape is constantly evolving, and clients often require more than just financial services. Recognising this, Advise Wise created a solution to simplify the process of connecting advisers with different professionals.
By housing a wide variety of reliable businesses, the Contacts Directory aims to help advisers enhance the value they bring to their clients.
From lenders to specialist solicitors, clients will be able to access a diverse pool of professionals for their various requirements.
All contacts within the directory will be carefully vetted by Advise Wise to ensure the highest quality of service to its user base.
Daniel Edmondson (pictured), national account manager at Advise Wise, said: “We are excited to introduce the Contacts Directory to our platform.
“This innovative tool reflects our vision to provide a comprehensive advisory ecosystem, ensuring that advisers have all the necessary resources at their fingertips to deliver exceptional service and value to their clients.”
He added: “As we continue to navigate an ever-changing world, the Advise Wise Contacts Directory reinforces our commitment to empowering financial advisers with cutting-edge tools to excel in their roles.
“This new feature is a testament to our dedication to enhancing the advisory experience for both advisers and clients alike.”
