How firms put Adviser IQ to work, by firm type and scenario. Customer case studies with named results are being added as participating firms give their consent.
How a typical 1-5 adviser directly authorised firm uses IQ Principal to take routine admin off advisers' desks: automated chasing, document collection and AI-drafted letters.
How a 6-15 adviser firm uses Adviser IQ's protection scaffold and medical underwriting support to make protection a consistent part of every case.
How a small firm uses IQ Principal's Consumer Duty autopilot to assemble evidence and board reporting automatically instead of relying on outside compliance support.
How a 16+ adviser firm uses IQ Principal for firm-wide oversight, benchmarking and adviser coaching from one platform.
How an appointed representative firm and its principal both benefit from IQ Principal's AR network module.