Built by brokers, for brokers.

Before Adviser IQ, we worked inside UK mortgage brokerages. We saw the same pattern everywhere. Brilliant advisers — professionals who genuinely loved helping clients — spent 60% of their week on admin, compliance, and chasing documents. The remaining 40% was squeezed into meetings, phone calls, and sales.

The tools were part of the problem. Legacy CRMs built in the 2000s. Compliance software that felt like paperwork. Sourcing platforms that required you to know the answer before you asked the question. AI, where it appeared, felt bolted-on and shallow.

We kept asking the same question: why does running a brokerage require the principal to work weekends? Why does a case manager need three tools to package a single application? Why does Consumer Duty evidence have to be produced manually when every piece of evidence already lives in the firm's data?

Adviser IQ is our answer. One platform, built from the ground up for UK regulated firms, that replaces not just your CRM but the specialist functions your firm pays for — compliance officer, case manager, admin, accountant. Our belief is simple: AI should replace admin, not advisers. And the firms who get this right will dominate the next decade.

We're building Adviser IQ with our customers, in the open, because the problems we're solving are theirs first and ours second. Every feature ships because a broker told us they needed it.