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Ratings and Reviews 0 Ratings
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What is Catvertiser?
As a dedicated agency, we specialize in leveraging the advantages of advertising on various social media channels to assist our clients in achieving their business goals. Our proficiency in social media marketing is enhanced by our collaborations with industry giants such as Facebook and Allegro, which distinguishes us in a crowded market. We are dedicated to being a socially responsible ally, aiming to deliver quantifiable outcomes through well-crafted strategies. Our services encompass thorough guidance, meticulous planning, and seamless execution of marketing campaigns, guaranteeing that every investment is utilized effectively to foster our clients' growth. Moreover, we are committed to supporting foundations and charitable organizations that wish to build their social media presence but may lack the necessary expertise. To this end, we provide select organizations with free consulting and customized advertising campaign development to meet their specific needs. This initiative not only equips these organizations with essential tools but also enhances the social media ecosystem by promoting valuable contributions that drive positive change. Ultimately, our mission is to create a ripple effect that benefits both our clients and the wider community.
What is Advise Wise?
Advise Wise is a cutting-edge cloud platform tailored for financial advisers, allowing them to effectively source, evaluate, and manage mortgage and equity release options for clients entering later life, thanks to its use of advanced filtering options, integrated property and health assessments, side-by-side plan comparisons, and Quick Quote tools that provide immediate estimates. This platform features a comprehensive CRM system that securely organizes client information, case documents, product searches, and crucial fact illustrations, while also supporting the upload of various file types and tracking case progress in adherence to regulatory requirements such as Consumer Duty and FCA standards. Moreover, it includes an integrated Fact Find template that automatically populates client and property information, streamlines the generation of AI-powered Suitability Letters, and allows for the smooth submission of Key Facts Illustrations and online applications via API connections with lenders; advisers can also select and coordinate with specialist solicitors directly from a client's case to enhance efficiency. The array of tools and functionalities offered by Advise Wise allows financial advisers to provide tailored services while enhancing the productivity of their operations. By leveraging technology in this manner, the platform significantly contributes to the overall effectiveness of financial advisory practices.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Catvertiser
Date Founded
2013
Company Location
Poland
Company Website
www.catvertiser.com
Company Facts
Organization Name
Advise Wise
Date Founded
2019
Company Location
United Kingdom
Company Website
advisewise.com/platform/
Categories and Features
Social Media Advertising
Ad Buying
Ad Creation
Bulk Advertising
Campaign Management
Collaboration Tools
Comment / Reply Moderation
Digital Asset Management
Reporting / Analytics
Retargeting
Roles / Permissions
Social Media Marketing
Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling
Categories and Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages