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About

Advise Wise is a cloud-based financial advisory platform that helps advisers source, compare, and manage later-life mortgage and equity release products tailored to clients’ needs with powerful filters, integrated property and medical underwriting, side-by-side plan comparisons, and Quick Quote tools for fast preliminary figures. It includes an integrated CRM where advisers can store client data, case documents, product searches, and key fact illustrations in one secure place, upload files of any format, and track case progress while fulfilling regulatory requirements such as Consumer Duty and FCA guidance. It also features an integrated Fact Find template that pre-populates with client and property information, AI-assisted Suitability Letter creation, and one-click submission of KFIs and online applications via API connections with lenders; advisers can also select and instruct specialist solicitors directly from a client case.

About

We built Mind the Graph for simplicity. The platform is easy to use and just about anybody can use it to create great infographics and presentations - from beginners to professionals, individuals to groups and small labs to large organizations. Easily select and manage illustrations, text and templates. Integrate information and illustrations into beautiful and impactful slides. Ready-to-go templates in all popular sizes. Access your creations at any time and from anywhere. At Mind the Graph, experienced scientists and researchers work side-by-side with proficient graphic designers to create attractive and correct illustrations for you. Our goal is to help, scientists and researchers communicate their ideas and findings with no effort through our impactful visuals.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Mortgage advisers and financial professionals in search of a tool to source, compare, and manage later-life mortgage plans while ensuring compliance and efficient client case handling

Audience

Anyone seeking an online graph and infographics creator

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$5 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Advise Wise
Founded: 2019
United Kingdom
advisewise.com/platform/

Company Information

Mind the Graph
Founded: 2016
Brazil
mindthegraph.com

Alternatives

Alternatives

focus:360 adviser

focus:360 adviser

Focus Solutions

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Advise Wise and update features and information
Claim Advise Wise and update features and information
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Claim Mind the Graph and update features and information