Adviser IQ

Case tracking, fact finds, AI drafted suitability letters and FCA record keeping for UK brokers who sell mortgages and protection.

adviseriq.co.uk

Visit adviseriq.co.uk ↗would rather buy than build

Details

What it does: CRM and sales
Works on: Web, iPhone and iPad
Sells in: UK
Works with: mortgage brain, microsoft 365, google workspace, xero, gocardless, didit
Tags: mortgage brokers, suitability letters, fca compliance, fact find, client portal

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