Modern, Intuitive Interface
Adviser IQ is designed for speed. A clean, modern UI that advisers actually want to use, with minimal training needed to get productive.
- Clean, responsive design built with modern web technologies
- Minimal onboarding time, most advisers are productive within hours
- Consistent interface across pipeline, compliance, and reporting
Introducer Portal & Network Management
Give estate agents and other introducers their own secure portal to submit referrals, track case progress, and view commissions. Isolated per-introducer data.
- Dedicated introducer portal with branded login
- Real-time case status visibility for referral partners
- Commission tracking and reporting per introducer
Revenue Intelligence
Commission tracking, proc fee management, clawback monitoring, and revenue forecasting built into every case. Know exactly what your firm is earning.
- Proc fee and commission tracking at case and firm level
- Clawback monitoring with automated alerts
- Revenue forecasting based on pipeline and historical data
Information about third-party products is based on publicly available sources and may not reflect the latest updates. We recommend evaluating all platforms directly. Adviser IQ is not affiliated with 360 Lifecycle or The360Group. Last reviewed: April 2026.