Product documentation for Adviser IQ users and developers. User guides, admin docs, integration references, release notes.
From login to first case on the platform.
Creating a fully-structured client profile.
Enquiry to DIP in one sitting.
Day-to-day client workflows.
11-stage case lifecycle mechanics.
Upload, classify, audit.
Running the 8-need protection flow.
Adding users, assigning roles.
Role-based access model explained.
Seats, invoices, annual plans.
Connecting and troubleshooting.
Scopes, connection, mailbox sync.
Commission export setup.
Configuring your firm's Consumer Duty framework.
AML workflow configuration for your MLRO.
Senior Manager register configuration.
Authentication, rate limits, core endpoints.
Event payloads, delivery guarantees.
Monthly release notes.