
More2life has integrated with the Advise Wise sourcing system to allow instant key facts illustrations (KFIs)
The new application programming interface (API) between the two firms’ systems means that advisers can request KFIs in a single click for all more2life’s products.
They can then submit applications through more2life’s fastpath portal.
The authentication process means that Advise Wise never sees or stores the adviser’s more2life credentials.
More2life chief executive Dave Harris says: “We are very pleased to be able to announce our latest API integration with a later life advice partner, in this case, Advise Wise, whose adviser members will now benefit from one-click access to receive instant KFIs, plus they’ll be able to submit their online applications via the platform straight to us.
“This clearly offers adviser benefits in terms of cutting down on their administration, getting rid of potential rekeying of data plus it provides a seamless access to our product offering.
Advise Wise head of product and development Benjamin Wells adds: “The addition of instant KFI for all more2life’s product ranges is another great step forward on our mission to provide the easiest and most efficient adviser tools for the industry while ensuring the best customer outcomes through our whole-of-market sourcing platform.”