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Adviser IQ reviews
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Additional security measures to provide more protection -
Fully digital service with no in-person branches -
On-line application and approval process
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About Adviser IQ
Adviser IQ is a CRM for UK mortgage and protection brokers.
It was founded in 2024 in the UK with a mission to provide one platform, built from the ground up for UK regulated firms, that replaces the CRM and specialist functions firms pays for including compliance officers, case managers, admin and accountants.
Consumer Duty, SMCR and AML features are built into how every case flows through the platform.
Adviser IQ at a glance
Contact details
- Phone
- 0161 564 7275
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Products from Adviser IQ
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Platform
by Adviser IQAdviser IQ is a CRM for UK mortgage and protection brokers. Mortgage and protection brokers can use Advisor IQ for pipeline, AI suitability letters, FCA compliance, fact finds and as...
Platform
by Adviser IQAdviser IQ is a CRM for UK mortgage and protection brokers. Mortgage and protection brokers can use Advisor IQ for pipeline, AI suitability letters, FCA compliance, fact finds and as...
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