Adviser IQ plugs into Microsoft 365, Google Workspace, Mortgage Brain, Xero, and Didit. No separate logins. No copy-paste. No lost data.
Full inbox, calendar, and Teams sync. Drafts emails in your voice, books meetings, posts to Teams.
Gmail, Calendar, Drive. Two-way sync of all client comms and files.
SMS to clients and introducers, logged against the case.
Transactional and firm-branded email delivery.
Sourcing + criteria intelligence across the market, with AI-powered ranking.
AI criteria search across UK lenders, refreshed weekly.
KYC, AML, and identity verification built into client onboarding.
Commission reconciliation, expense tracking, management accounts.
Direct Debit collection and subscription billing.
Public REST API and webhooks (IQ Firm+). Build your own.
Tell us what you need. If it's in our roadmap, we'll confirm the date. If it's not, we'll assess it.
Book a 30-minute demo tailored to the stack your firm runs.