Advise Wise launches Contact Directory for advisers

Advise Wise has created a solution to connect advisers with different professionals.

Related topics:  Finance News,  Later Life
Rozi Jones | Editor, Financial Reporter
9th August 2023
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"The Advise Wise Contacts Directory reinforces our commitment to empowering financial advisers with cutting-edge tools to excel in their roles."

Later life sourcing platform, Advise Wise, has launched its newest platform feature, the Contacts Directory. The tool is designed to provide advisers with a comprehensive collection of contacts they might need for their client cases.

The Contacts Directory aims to connect advisers to other businesses, enabling them to better cater to their client's needs.

The Directory will continually expand to encompass a broad range of industries from lenders and specialist solicitors to skilled craftsmen.

Daniel Edmondson, national account manager at Advise Wise, said: "We are excited to introduce the Contacts Directory to our platform. This innovative tool reflects our vision to provide a comprehensive advisory ecosystem, ensuring that advisers have all the necessary resources at their fingertips to deliver exceptional service and value to their clients.

“As we continue to navigate an ever-changing world, the Advise Wise Contacts Directory reinforces our commitment to empowering financial advisers with cutting-edge tools to excel in their roles. This new feature is a testament to our dedication to enhancing the advisory experience for both advisers and clients alike.”

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