Advise Wise has made improvements to its research PDF document, in a bid to facilitate enhanced compliance and audit processes for advisers.
The upgraded research document showcases all quote information, including any product range exclusions, in a clear format.
It was designed to make it easier for advisers to navigate through search results and filter options.
With its improved layout, the new research PDF aims to allow users to quickly find the information they need.
Benjamin Wells, head of product and development at Advise Wise, said: “We’re excited to roll out this new version of our research PDF document.
“This update is part of our ongoing commitment to providing best-in-class tools for financial advisers.
“Our new format ensures compliance and audit needs are met while delivering a streamlined, user-friendly experience.”
