"Our new format ensures compliance and audit needs are met while delivering a streamlined, user-friendly experience."
- Benjamin Wells, head of product and development at Advise Wise
Later life sourcing platform, Advise Wise, has released an improved research PDF document. This enhanced document facilitates compliance and audit processes, offering advisers a more efficient and transparent way to access key quote information.
The upgraded research document showcases all crucial quote information, including any product range exclusions, in a clear and concise format. It is designed to make it easier for advisers to navigate through search results and filter options.
The research document aims to support financial advisers in their day-to-day activities, helping them meet compliance requirements while making informed decisions.
Advisers can download the enhanced research PDF by clicking on the 'Download PDF' icon located above the search results on the Advise Wise Platform. The feature allows users to access and save the document for further analysis or sharing with clients.
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."
