Advise Wise integrates online application submissions for Legal & General plans

Advise Wise, a prominent sourcing platform for later life financial advice, has launched a new online application feature for Legal & General products on its platform. This follows the platform’s recent API integration with the lender, which already facilitated flexible pricing and instant Key Facts Illustration (KFI) requests.

The extended integration now allows advisers to submit online applications for Legal & General’s products directly from the client case page on the Advise Wise Platform. This upgrade streamlines the process by removing redundant data entry and minimising error risk, which significantly enhances the advisory process’s efficiency and accuracy.

The integration of this new feature is part of the Advise Wise Platform’s seamless connection with Legal & General’s systems, offering sophisticated solutions for sourcing, quoting, and now application submissions.

Benjamin Wells, head of product and development at Advise Wise, said: “We are committed to offering our members an intuitive but powerful tool, where they can manage their later life lending cases from product sourcing to completion.”