"This integration with Aviva gives advisers access to both instant KFIs and online submission"
Later life sourcing platform, Advise Wise, has announced an API integration with Aviva, enabling advisers to request and download Key Facts Illustrations (KFIs) instantly with just one click for Aviva products.
In addition, advisers can submit online applications directly from the Advise Wise Platform for the first time.
The integration also ensures that all information is synchronised in real-time between Advise Wise and Aviva's systems, minimising data discrepancies and providing advisers with up-to-date product information and client application statuses.
To benefit from the integration, advisers need to connect their Advise Wise account with the lender's portal to allow Advise Wise to request KFIs on their behalf.
Benjamin Wells, head of product and development at Advise Wise, commented: "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.
“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."
