Sourcing, mailbox and identity connect to your own accounts. Land Registry, ONS, Companies House, the FCA Register and property data are built in: nothing to set up, nothing to pay for separately.
Grouped by what it does for you. “Connect” means you link your own account; “built in” means we call the source on your behalf.
Connect your sourcing accounts and research, source and submit without leaving a case.
Whole-of-market sourcing and criteria, linked to your own account. Results land straight on the case.
Affordability, product availability and sourcing, plus document retrieval and protection claims. Chosen products prefill the case.
AI criteria search across UK lenders, refreshed weekly. Ask in plain English, get the lenders that fit.
Sourcing, lender criteria checks and direct deals through your Iress login, with results and rejection reasons on the case.
Connect the mailbox and calendar your firm already runs on. Two-way: send from Adviser IQ, and it appears in your own Sent folder.
Outlook mail, calendar and Teams. Client emails file themselves against the right case.
Gmail, Calendar and Drive. Full two-way sync of client comms and files.
Click-to-dial from any client record, with calls logged against the case.
Calls and recordings flow into the client timeline, transcribed and summarised.
Two-way WhatsApp with clients from the CRM, through your firm's own Meta Business number.
The checks an FCA-regulated firm has to evidence, run from inside the workflow rather than in a browser tab alongside it.
Connect. KYC, AML and identity verification built into client onboarding, with the evidence pack attached to the case.
Built in. Company and director lookup for limited-company, buy-to-let and business protection cases.
Built in. Firm and individual permission checks against the live register.
Built in. Rule references surfaced next to the compliance workflow they apply to.
Every property enrichment below is built in: we call the source, you never sign up for anything.
Price Paid records and the UK House Price Index, for the property and its local authority.
House Price Index series, and the Family Spending expenditure benchmarks behind affordability assessments.
Local comparables, rents, yields and demand: the market picture behind a recommendation.
Domestic and non-domestic energy performance certificates, for green mortgage and retrofit conversations.
Planning entities for a property and its area, from planning.data.gov.uk.
Postcodes.io and Ideal Postcodes address search wherever an address is captured.
Where the intelligence actually runs. Client documents are processed in the AWS London region and do not leave the UK to be read.
Built in. Claude models running in eu-west-2 (London). Suitability letters, case analysis and drafting.
Built in. OCR for payslips, bank statements, SA302s and credit reports: read once, mapped onto the fact find.
Connect your accounting and collections so commission reconciles itself.
Commission reconciliation, client fees, adviser bills and management accounts, synced both ways.
Invoices and commission statements posted to Sage Business Cloud, matched to the case.
Fees and commission income synced to FreeAgent for smaller firms and sole traders.
Direct Debit collection and subscription billing, with payment status back on the client record.
For firms with their own systems or an in-house developer.
Public REST API and outbound webhooks on IQ Firm and above. Push case events anywhere.
Tell us what you need. If it's on our roadmap, we'll confirm the date. If it's not, we'll assess it.
Book a 60-minute demo tailored to the stack your firm runs.