Score (Acre) Alternative
Switching from Score (formerly Acre)?
Acre is now Score, part of ClearScore. If your firm is reviewing its CRM after the change, here's an honest look at Adviser IQ: AI automation, Consumer Duty compliance and protection depth, built only for UK mortgage and protection advisers.
An Independent CRM for Independent Brokers
Acre is now Score, owned by ClearScore, which also runs its own mortgage brokerage. If that change has your firm reviewing its CRM, Adviser IQ is an independent platform built only for UK mortgage and protection firms.
- Built for advice firms, not owned by a consumer brand
- Your client bank stays your client bank
- UK-hosted, GDPR compliant and audit-trailed by design
AI Across the Whole Case
Adviser IQ uses AI across the workflow, drafting suitability letters, chasing documents, summarising cases and automating follow-ups, so advisers spend their time advising.
- AI-generated suitability letters and compliance documents
- Automated document chase and follow-up sequences
- Smart case progression that reduces manual data entry
Protection and Consumer Duty Built In
Protection is first-class, with structured needs analysis and cross-sell tracking, and Consumer Duty evidence is captured as you work rather than added afterwards.
- Protection needs analysis and cross-sell reporting
- Vulnerability flags and outcome monitoring
- Rate-expiry alerts that keep the client bank working
Acre Is Now Score: What It Means for Your Firm
In September 2026 Acre was renamed Score following its acquisition by ClearScore, the credit score company that also runs a mortgage brokerage, ClearScore Home Lending. For many firms nothing changes overnight, but a change of owner is a sensible moment to ask whether your CRM still fits where your business is going.
The questions worth asking are practical ones. Who owns the platform your client bank lives in? Where is the product roadmap heading, and does it put advice firms first? What happens to your data and your terms when the contract comes up for renewal?
An Independent Platform Built for Advice Firms
Adviser IQ is built only for FCA-regulated UK mortgage and protection firms. It brings the client record, the case, protection, compliance evidence and the client portal into one place, with AI drafting suitability letters, chasing documents and summarising cases so advisers spend their time advising.
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, including reports of Acre's rebrand to Score in September 2026, and may not reflect the latest updates. We recommend evaluating all platforms directly. Adviser IQ is not affiliated with Score, Acre or ClearScore. Last reviewed: October 2026.