A CRM That Belongs to Your Firm
Many advisers work in whatever CRM their network supplies. When a firm goes directly authorised, changes network or simply wants its own system, Adviser IQ gives it a CRM chosen for the firm, not handed down.
- Your firm's own branding on the client portal
- Your workflows, stages and documents, set up your way
- Data migration from the export your network provides
AI Across the Workflow
Suitability letters drafted by AI, documents chased automatically and cases summarised before every call, so a small team can run like a big one.
- AI-generated suitability letters and compliance documents
- Automated document chase and follow-up sequences
- Smart case progression that reduces manual data entry
Compliance You Can Evidence Yourself
Consumer Duty evidence, vulnerability assessments and a full audit trail are built into every workflow, so the compliance file is complete whoever checks it.
- Vulnerability flags and outcome monitoring
- Full audit trail on every case
- Protection needs analysis and cross-sell reporting
Why Firms Move Off a Network CRM
Many appointed representative firms work in whatever CRM their network supplies. That works while you're in the network, but it means the system, the branding and often the client data arrangements are decided for you. When a firm goes directly authorised, changes network or simply wants more control, the CRM is one of the first decisions it has to make for itself.
Choosing your own CRM means choosing how your clients experience your firm, how your advisers spend their day and how your compliance file is built.
A CRM That Belongs to Your Firm
Adviser IQ puts your firm's branding on the client portal, lets you set your own stages, document lists and roles, and builds the compliance file as you work, with Consumer Duty evidence, vulnerability flags and a full audit trail. AI drafts suitability letters, chases documents and summarises cases, so a small team can run like a big one.
How a Move to Adviser IQ Works
Switching CRM is the part most firms dread, so we run it with you. We start from an export of your current system, map your clients, cases, documents and notes into Adviser IQ, and check the result with you before your advisers move across. Your stages, document lists and team roles are set up to match how your firm works, so day one feels familiar rather than foreign.
What to Check Before You Switch
- What your current contract says about notice periods and getting your data out.
- Which records you need to keep for FCA record-keeping, and how they will move across.
- How protection, introducers and document requests are handled today, so nothing is lost in the move.
- Who on your team needs which access, from advisers to case managers and compliance.
Whether you can take client data from a network depends on your agreement with that network. We recommend checking your contract and evaluating all platforms directly. Last reviewed: October 2026.