A CRM First, With Sourcing Inside It
Twenty7tec is best known for sourcing. Adviser IQ starts from the other end: the client, the case and the compliance file, with mortgage and protection sourcing through Iress built into the case.
- Integrated mortgage and protection sourcing through Iress
- Results saved straight to the case for the suitability letter
- Live pipeline with revenue forecasting
AI Across the Workflow
Suitability letters drafted by AI, documents chased automatically and cases summarised before every call, so the admin around a recommendation takes minutes, not hours.
- AI-generated suitability letters and compliance documents
- Automated document chase and follow-up sequences
- Smart case progression that reduces manual data entry
Consumer Duty and Protection Built In
Consumer Duty evidence is captured as you work, and protection has its own needs analysis and cross-sell tracking alongside every mortgage case.
- Vulnerability flags and outcome monitoring
- Protection needs analysis and cross-sell reporting
- Rate-expiry alerts across the client bank
Sourcing-First or CRM-First?
Twenty7tec is best known for mortgage sourcing, with its own CRM, ADVICE (formerly FINPLAN Home), connected to it. Many firms choose their CRM because of the sourcing tool they already use. It is worth asking the question the other way round: which system should hold your client relationship, and how should sourcing fit inside it?
A CRM-first approach puts the client, the case and the compliance file at the centre. Sourcing becomes one step in the case, with the chosen product saved straight to the record that the suitability letter is built from.
How Adviser IQ Handles Sourcing
Adviser IQ runs mortgage and protection sourcing through Iress from inside the case. Results are saved to the case, feed the suitability letter, and sit alongside the fact find, documents and protection needs analysis. AI drafts the letter, chases documents and summarises the case, so the admin around a recommendation takes minutes rather than hours.
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 Twenty7tec. Last reviewed: October 2026.