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What is Sombra?

Sombra takes a client meeting and converts it into a detailed file note that is ready for advisers, subsequently guiding ongoing work and establishing a dynamic client record that emphasizes areas needing attention while ensuring follow-up actions are appropriately contextualized. Designed specifically for Australian financial advisory firms and in accordance with AFSL regulations, it serves to enhance the capabilities of teams rather than detract from them. Sombra provides insightful suggestions, organizes relevant information, and prioritizes tasks, enabling advisers to review and approve decisions with greater confidence. Furthermore, a growing selection of specialized AI teams works in tandem, offering real-time tools such as Regulatory Watch. Hosted in Australia, your data is never used for training AI models, guaranteeing privacy and security. You can start with three free file notes without requiring any payment information. This cutting-edge solution not only simplifies client management but also strengthens the relationships between advisers and their clients, ultimately fostering a more collaborative and effective advisory environment. By leveraging technology in this manner, firms can efficiently address client needs while maintaining high standards of service.

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

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$49 AUD/month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

Sombra

Date Founded

2023

Company Location

Australia

Company Website

getsombra.com

Company Facts

Organization Name

Advise Wise

Date Founded

2019

Company Location

United Kingdom

Company Website

advisewise.com/platform/

Categories and Features

Note-Taking

Categories / Organization
Clip From Web
Document Scanning
Formatting / Markdown
Handwriting
Hyperlinking
Image Insertion
List/Checklist Creation
Printing
Search
Sharing / Collaboration
Syncing
Templates
Voice Notes

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

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