AI-Powered Automation
Adviser IQ uses AI to generate suitability letters, automate follow-ups, and streamline compliance documentation. Less admin, more advice.
- AI-generated suitability letters and compliance documents
- Automated follow-up sequences and task reminders
- Smart case progression that reduces manual data entry
Consumer Duty Built In
FCA Consumer Duty compliance tracking is native to the platform. Vulnerability assessments, outcome monitoring, and fair value evidence captured automatically.
- Vulnerability assessment flags integrated into client records
- Outcome monitoring dashboards for Consumer Duty reporting
- Fair value evidence captured at every stage of advice
Protection Revenue Tracking
Track cross-sell rates, protection penetration, and policy renewal dates. Never miss a revenue opportunity.
- Cross-sell rate tracking per adviser and per case
- Protection penetration reporting across your firm
- Policy renewal date alerts and re-broking workflows
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 Smartr365. Last reviewed: April 2026.