Adviser IQ is the CRM built for UK mortgage and protection brokers. Pipeline, AI suitability letters, FCA compliance, fact finds, and a client portal — all in one place.
A compliant suitability letter with Consumer Duty narrative, vulnerability assessment, and product rationale.
Not a bolt-on. Not a generic AI wrapper. Intelligence built into the CRM itself — matching lenders, drafting suitability letters, flagging compliance gaps, and chasing documents. The admin work your team does by hand, done automatically.
Pipeline, compliance, client portal, AI engine, communications — unified into a single CRM for your firm.
Every hour spent chasing documents, formatting letters, or copying data between systems is an hour not spent with a client. Adviser IQ exists to give that time back.
FCA-compliant suitability letters drafted in minutes, not hours. Consumer Duty narrative, vulnerability assessment, product rationale — all written in your firm's tone of voice, every time. No junior to check. No templates to maintain.
Consumer Duty, AML, SMCR, vulnerability flagging — running continuously in the background. Every decision timestamped into an immutable audit vault. Your regulator will ask how you did it. Your competitors will wonder why they didn't.
Search across the market in seconds. Adverse credit, complex income, specialist cases, new builds, self-employed — matched with the full rationale for every lender that fits, and the reason for every one that doesn't.
Book a 30-minute personalised demo. We'll show you exactly what Adviser IQ gives your firm back on day one.