AdviseWise integration

Advise Wise and Comentis

Allowing you to identify and support your vulnerable clients directly from the Advise Wise Platform

With the FCA's increased focus on the identification and fair treatment of financially vulnerable clients, and with Consumer Duty regulations now firmly in place, failure to identify and support these individuals represents a considerable risk for firms advising on later life lending.

To support those firms, Comentis's award winning vulnerability software can now be accessed through the Advise Wise Platform thanks to our new integration.

Comentis is the market leading provider of vulnerability identification and support software and is successfully used by over 750 firms and over 2,000 advisers.

Contact Comentis

Our award winning Financial Vulnerability Assessments enable advisers to consistently and objectively identify individuals who are at risk of vulnerability and the nature of the risk. Suggested supportive actions are given and any interventions and outcomes can be recorded in a timely and effective manner.

Launch Assessment directly from the Advise Wise Platform
Easy-to-use online assessment with a 98% completion rate
Dedicated later life lending assessment
On average, each assessment takes less than four minutes to complete
Non-intrusive with no interference to the advice process
Comprehensive client specific report generated after each assessment
Analytics suite ensures full visibility and ease of reporting
Provides cast iron audit trail

Seamless integration with Advise Wise

To access Comentis via Advise Wise, all you need is a Comentis subscription along with your Advise Wise license.

Once you have signed up for a Comentis account one of our support team will be in touch to help you get set up and live and integrated with your Advice Wise account.

Choose the appropriate subscription tier for your business according to the number of advisers you have.

1 Adviser - £35 Per Month

2 - 4 Advisers - £65 Per Month

5 - 8 Advisers - £125 Per Month

9 - 12 Advisers - £195 Per Month

13 - 17 Advisers - £260 Per Month

18 - 25 Advisers - £350 Per Month

Over 25 Advisers - Please Enquire

All subscriptions include:

Unlimited assessments
Unlimited licences for all staff
Dedicated Later Life lending assessment
Email assessments
Support guidance
Intervention log
Standard reporting and dashboard
Access to resources centre
Full integration with Advise Wise
Monthly contract - you can cancel at any time

All prices are exclusive of VAT - payable monthly in advance

"We're delighted to work with Comentis to provide access to best-of-breed technology and help members meet the requirements of Consumer Duty in an efficient and compliant way."

Marc Thompson - Adviser Services Director

SimplyBiz

Clients