Advise Wise has introduced application programming interface (API) integration with Aviva, to help advisers streamline the application process for clients.
Advise Wise users can now request and download Key Facts Illustrations (KFI) for Aviva’s products from the Advise Wise Platform.
In addition, online application submissions have been enabled for the first time on the Advise Wise platform, allowing advisers to submit applications for their clients from the client case page.
To benefit from the integration, advisers must connect their Advise Wise account with the lender’s portal to allow Advise Wise to request KFIs on their behalf.
This authentication solution means Advise Wise never sees or stores the adviser’s username and password, as the adviser is taken from the Advise Wise Platform to the lender’s portal to enter their details and link the two systems.
Benjamin Wells, head of product and development at Advise Wise, said: “We are thrilled to collaborate with Aviva, to deliver a seamless, time-saving experience for financial advisers.
“Having the latest technology to help advisers is one of our core missions and this integration with Aviva gives advisers access to both instant KFIs and online submission, and further strengthens our position as the most technologically advanced sourcing and CRM platform in the later life space.”
He continued: “The integration of Aviva’s services into our sourcing platform reflects our commitment to empowering advisers with innovative tools that optimise their workflow and, ultimately, enable them to deliver outstanding service to their clients.”
