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What is Chariot?

Chariot provides nonprofits with a payment solution that lets donors easily contribute using their Donor Advised Fund through a simple one-click process. By establishing a network that links the $234 billion in Donor Advised Funds with various nonprofits, Chariot streamlines the donation experience. Nonprofits can easily integrate the “Pay with Donor Advised Fund” feature directly onto their website or payment page. With just a few clicks, donors can log into their DAF account and complete their contributions effortlessly. This innovative approach not only enhances the giving process but also encourages more donors to engage with charitable organizations.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Chariot

Date Founded

2022

Company Location

United States

Company Website

givechariot.com

Company Facts

Organization Name

Advise Wise

Date Founded

2019

Company Location

United Kingdom

Company Website

advisewise.com/platform/

Categories and Features

Fundraising

Not specified

Categories and Features

Mortgage and Loans

Not specified

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