AI That Does the Admin
Adviser IQ is AI-native: the platform drafts, reads and chases for you, so a case moves forward without an adviser re-keying the same details into three places.
- AI-generated suitability letters and compliance documents
- Automated document chase and follow-up sequences
- Case summaries ready before every client call
Compliance Captured as You Work
FCA Consumer Duty is native to the platform. Vulnerability, outcomes and fair value evidence are recorded at each stage, with a full audit trail behind every action.
- Vulnerability flags integrated into client records
- Outcome monitoring for Consumer Duty reporting
- Full audit trail on every case
Mortgages and Protection in One Place
Mortgage and protection advice share one client record, one pipeline and one set of reports, so cross-sell and retention are tracked rather than remembered.
- Protection needs analysis and cross-sell reporting
- Live pipeline with revenue forecasting
- Rate-expiry alerts for the whole client bank
Comparing OMS and Adviser IQ
One Mortgage System (OMS) is a well-established UK CRM used by brokers, packagers, networks and lenders. If you're reviewing it alongside other platforms, the most useful comparison is not a feature list but a real case: take one recent purchase or remortgage and walk it through each system from enquiry to completion.
Watch how many times the same details are typed in, how the suitability letter is produced, how documents are requested and chased, and how protection is raised and recorded. Those are the moments where time is won or lost on every case.
Where Adviser IQ Is Different
Adviser IQ was built around AI from the start. Suitability letters are drafted from the case, documents are chased automatically, and cases are summarised before every client call. Consumer Duty evidence, vulnerability and outcomes are captured as you work, and mortgages and protection share one client record and one set of reports.
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.
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 One Mortgage System (OMS). Last reviewed: October 2026.