Built for Agility
Adviser IQ is cloud-native and updated weekly. No legacy systems, no waiting months for features. Your CRM evolves as fast as your business.
AI That Works for You
AI-generated suitability letters, automated client follow-ups, and intelligent task prioritisation. Reduce admin hours per adviser by up to 50%.
Transparent Per-Licence Pricing
Simple, predictable pricing from £144 per licence per month, no VAT added. No hidden fees, no setup fees, no enterprise-only features locked behind premium tiers.
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 Finova Group. Last reviewed: April 2026.