Advisor IQ reviews
0 reviews • Leave a review
Advisor IQ reviews
This business hasn't yet registered to manage and respond to reviews on their page. Own this business?. Find out how to register here
-
Additional security measures to provide more protection -
Fully digital service with no in-person branches -
On-line application and approval process
Review summary
No product reviews yet
About Advisor 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.
Advisor IQ at a glance
Contact details
- Phone
- 0161 564 7275
Reviews for Advisor IQ
Advisor IQ doesn’t yet have any product reviews.
Used one of their products?
Products from Advisor IQ
Showing all products offered by Advisor IQ
Platform
by Advisor 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 Advisor 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...
We are Smart Money People
Join 2 million active users who make better financial decisions with the power of reviews.
Create an accountProtecting trust by verifying companies and reviewers
The only site that specialises in financial services
Providing everyday people with a voice