TIQK Analytics

Modern analytics for risk and compliance teams

TIQK Analytics is a unique and powerful solution to improve oversight and help manage risk in financial advice

Visualise key risks and indicators inside every Statement of Advice (SoA) and Record of Advice (RoA) file produced by your business

Profile your business activity with headline metrics that accurately monitor overall activity and the nature of advice provided
Explore the personal and financial characteristics of your clients based on the Fact Find and Scope of Advice
Measure how well advice follows your controls and agreed disclosures
Validate and flag areas of advice that are disclosed well – or poorly

Dive deep into your Adviser network

Explore Financial Adviser profiles in-context from visualisations and insights
Analyse an individual’s compliance and risk metrics, reviewed files, and ASIC regulatory data

Set up alerts to notify you when key indicators in the advice produced by your business change beyond limits you set

Customisable alerts delivered by email, on the web, or as push notifications to your mobile devices
Automate and integrate TIQK data-driven alerts into your favourite business apps, back-office systems, and workflows with Microsoft Power Automate

Easily create slide decks and reports from TIQK Analytics

Secure and reliable cloud-based solution
High-performance technology means you can confidently scale-up to visualise insights and historical trends across all advice produced by your business
Featuring an intuitive user experience, your whole team will be up-and-running on TIQK Analytics quickly and easily
Access TIQK Analytics in any modern web browser or native iOS, Android, Windows, and Apple Watch apps
Your data is processed and securely resident in Australian data centres at all times