Mortgage & Protection Focus
Unlike generalist financial planning platforms, Adviser IQ is purpose-built for mortgage and protection advice. Every feature is designed around the workflows advisers use daily.
Modern User Experience
A clean, fast interface that advisers want to use. Mobile-ready, no training manuals needed. Built with modern web technology for instant page loads.
Consumer Duty Compliance
Automated vulnerability assessments, outcome monitoring, and fair value evidence. Consumer Duty isn't an add-on, it's woven into every client interaction.
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 iress Limited. Last reviewed: April 2026.