Equitec Information

At equitec our mission is to provide a suite of digital capabilities that enhance the adviser and client journey in terms of accuracy and independence. As the later life market has grown, our technologies have been developed to support the industry and help it maximise this growth through a single pioneering system that connects the whole industry. At the heart of our proposition is our live product database which connects everyone through one portal and feeds all of Equity Release Group’s consumer facing tools such as smartER™, live calculators and comparison tables. For specialists, our product database connects to advisER™ - the industry’s only full service CRM. This comprises of branded lead generation tools, digital factfind and product confirmation letter, research tool, leads & case management module along with a client portal. Our innovative whole of market platform also enables firms to refer later life lending clients to the groups advice arm – Equity Release Supermarket. Lenders can also seamlessly connect to the platform to update their products and access unrivalled MI services. Over the years, our tools have generated more than 1 million leads, and we truly believe they provide the comprehensive live data management and MI that is needed to improve and innovate the future of equity release products and in-turn, deliver better outcomes for clients. For enquiries, please email support@equitec.it