We simplify financial advice
compliance

TIQK automatically assesses risk in written financial advice. We augment your existing processes to reduce the risk of poor advice reaching the client, freeing your experts to focus on quality improvement.

Discover how
AnnouncementsProduct Updates
3 February 2020

Not the result you were expecting?

We’re making it simpler for financial advisers and compliance teams to collaborate during a file review.

Lane Cipriani
0
AnnouncementsTechnology
18 September 2019

Is this the antidote to audit anxiety?

Historical Adviser behaviours are being reshaped by the regulator on the back of Report 515 and the Safe Harbour provisions.

Steve Brown
0
AnnouncementsNewsProduct UpdatesTechnology
26 August 2019

Enhancing Statement of Advice audits with Iress Xplan data

Today we’re introducing an integration with Iress Xplan that makes it simpler for financial services businesses to scale their compliance and risk monitoring across all written financial advice.

Lane Cipriani
4
AnnouncementsOpinion
8 August 2019

New wave of advisers leading the way with innovation in Financial Advice

With a growing number of younger, university-educated financial advisers entering the market, the technology landscape is changing rapidly.

Paul Carey
0

Trusted by

client
client
client
client
client
client
client
client
client
client
client
client
client
client
client
client
client
client
client
client