Real-time monitoring across all four outcomes. The annual Board Report auto-drafted from your firm's actual data. Evidence captured as a by-product of the work your advisers already do.
Every recommendation checked against lender target market statements. Mismatches flagged.
Total cost of advice benchmarked across the firm. Outliers identified for review.
Every suitability letter Flesch-scored. Jargon detected. Plain English enforced.
Response time SLAs monitored. Accessibility preferences honoured. Complaints analysed.
Annual report auto-drafted from real data. 15–25 pages, ready for board review.
Consumer Duty-aligned vulnerability tracking across all four domains.
Weekly outcome scoring per case. Trends surfaced. Red flags escalated.
Every decision, every check, every remediation — immutable audit trail.
Everything exportable in the format the FCA expects. No last-minute scrambles.
Monthly outcome dashboard with scores across all four outcomes, trending lines, outliers to review, and a narrative summary written by Adviser IQ.
Consumer Duty isn't a separate project — it's a lens across everything your firm already does. Adviser IQ captures evidence from every workflow automatically.
Book a 30-minute personalised demo. We'll show the feature against your workflow.