Advise Wise
Curated by SignalWealth management software streamlining advice for later life advisers.
Overview
Advise Wise is a wealth management software suite aimed at improving the operations of later life advisers and mortgage advisors. The platform incorporates various fintech tools, such as customer relationship management (CRM) features, portfolio management, and performance reporting, to facilitate the advice process. It is designed for financial advisors and their clients, offering free access to the entire market to enable interactions among advisors, lenders, and solicitors. The platform utilizes AI-driven predictive analytics to enhance investment strategies, and it provides support from industry experts for personalized service. Additionally, Advise Wise implements a paperless approach and engages in environmental initiatives by planting a tree for each Key Facts Illustration (KFI) requested, addressing both operational efficiency and sustainability.
Key facts
- Founded
- 2018
- Headquarters
- Leeds, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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Contact
- Primary office
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- Phone
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