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.

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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.

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.

AnnouncementsOpinion
8 May 2019

Will your technology monitor FASEA conduct?

In January 2020, the financial advice industry enters a new phase in its life cycle with FASEA taking effect, and with that comes a new monitoring regime.

AnnouncementsOpinion
29 March 2019

Are you effectively monitoring your advisers at a practice level? 

Recently we presented at a customer’s National professional development roadshow.  This was a great opportunity to talk about the concerns that many practices who buy their dealer services from a licensee have. 

MyPlanner logo“By implementing TIQK we have augmented our risk management processes and been able to increase the number of advice documents analysed by 380%. This has allowed us to transition from reactive to proactive risk management and compliance.”
Matthew Farley − Managing Director, MyPlanner

Enzumo logo“We partner with TIQK because we can see the benefits they bring to dealer groups and AFSL’s. They are future-proofing advice through innovation.”

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