3.06 INTEGRATIONS

Air Sourcing has currently an exclusive integration with criteria search system Knowledge Bank to overlay product results with lending criteria for all lenders for single/multiple lending criteria issues.

Advise Wise does not have any integrations with other systems at the present time, but says it will be actively adding these throughout 2021, at no cost to the user.

Figure 3.15: Integrations with other sourcing systems

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The two later life sourcing systems both offer integrations with lenders’ platforms. Air Sourcing has full API integration with Pure Retirement, more2life and Just. Other lenders currently enter their live product data directly onto the system via the Air Lender portal.

For Advise Wise users, instant KFIs are available with Pure Retirement and Just. It also offers automated KFIs with Aviva and Hodge, with further lenders due to be added when the lender system is able to.

Figure 3.16: Bespoke integrations with lenders

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This data was collated in January 2021. Trek Publishing Limited accepts no liability for loss or damage to material submitted for publication.
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