AI-Powered Automation
Adviser IQ uses AI across the workflow, drafting suitability letters, chasing documents, summarising cases, and automating follow-ups. Less admin, more advice.
- AI-generated suitability letters and compliance documents
- Automated document chase and follow-up sequences
- Smart case progression that reduces manual data entry
Consumer Duty Built In
FCA Consumer Duty compliance is native to the platform. Vulnerability assessments, outcome monitoring, and fair value evidence are captured automatically as you work.
- Vulnerability flags integrated into client records
- Outcome monitoring for Consumer Duty reporting
- Fair value evidence captured at every stage of advice
Protection & Revenue Depth
Specialist protection workflows, cross-sell tracking, and pipeline intelligence built in by UK protection and mortgage advisers, protection is first-class, not an afterthought.
- Protection scaffold with structured needs analysis
- Cross-sell and protection-penetration reporting
- Live pipeline with revenue forecasting and rate-expiry alerts
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 ClientTree. Last reviewed: June 2026.