Every feature, in one platform

Everything you need
to run a modern brokerage.

A tour of every module in Adviser IQ. Each one is tightly integrated, audit-trailed, and designed for regulated financial services.

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Client & Case

Everything about every client

Unified client profiles, live case tracking, smart pipelines, and intelligent document management.

Client Management

Rich client profiles with full case history, documents, communications, and compliance status in one place.

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Case Tracking

Track every mortgage and protection case from enquiry to completion with visual timelines and automated alerts.

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Pipeline Management

See your entire book at a glance. Spot stale cases before they go cold, identify rate opportunities, forecast revenue.

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Document Management

Centralised, tagged, searchable. Upload once, link to any case. Document chase engine handles the follow-up.

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Automation & Intelligence

Automate the admin

Workflow automation, intelligent sourcing, and document handling — so you can focus on advice, not admin.

Workflow Automation

Automate every repetitive task — document chasing, milestone updates, compliance checks, client nurture.

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Intelligent Sourcing

Mortgage Brain-integrated sourcing with criteria intelligence across the whole market. Ranked results with reasoning.

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Compliance & Governance

Consumer Duty, handled

Continuous compliance monitoring, automated reporting, and an audit trail your regulator will love.

Consumer Duty

Continuous monitoring across all four outcomes. Annual Board Report generated automatically from real firm data.

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Compliance Workflows

Built-in workflows for AML, suitability, vulnerability, and file review. Evidence captured automatically.

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Protection & Reporting

Protect more clients, prove it all

Protection-first workflows and reporting that surfaces insight — not just data.

Protection CRM

Purpose-built workflows for life, critical illness, income protection, and business protection.

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Protection Policy Tracking

Every policy from submission through underwriting to on-risk. Commission tracked automatically.

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Reporting

Revenue forecasting, pipeline health, adviser benchmarking, commission reconciliation, firm health score.

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Client Portal

White-labelled portal for your clients. Secure document upload, case progress, messaging, fact find.

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Ready when you are

See it all in action.

Book a 30-minute personalised demo. We'll show you exactly how Adviser IQ works with your firm.

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