Advise Wise, the later life sourcing platform for financial advisers, has announced the rollout of online application submissions for products by Just, the retirement specialist.
This follows a recent upgrade to the API integration between the two companies and aims to streamline the sourcing process for advisers.
This development comes on the heels of the introduction of instant Key Facts Illustrations (KFIs) for Just products on the Advise Wise platform, which advisers can now request with just a single click. With the latest API enhancements, advisers can also submit online applications for Just products directly from their Advise Wise accounts.
Daniel Edmondson, national account manager at Advise Wise, said: “We are excited to offer advisers the ability to submit online applications for Just products through the Advise Wise Platform. This represents a further step in simplifying the sourcing process for advisers, as it streamlines the end-to-end journey, from product research to application submission, making it easier for advisers to provide tailored solutions to their clients.”
The new functionality allows financial advisers to complete the entire sourcing process for Just products within the Advise Wise platform, including product searches, KFI requests, and application submissions. To utilise this feature, advisers need to be registered with Just and link their Advise Wise account to Just’s lender portal.
Matthew Latham, specialist account director at Just, added: “This is a great step forward in streamlining the way advisers can submit applications for Just products. We understand advisers want to spend time with their clients, getting to know their needs so they can create bespoke solutions to match their individual circumstances. It’s been great to work with Advise Wise to put this in place to give advisers a simpler and smoother journey through to application.”
