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

TIQK Analytics on tablet, smartphone, and smart watch

Go beyond the Fact Find

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

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  • 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

360° Financial Adviser profiles

Dive deep into your Adviser network

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

Data-driven alerts

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

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  • 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

Streamlined stakeholder reporting

Easily create slide decks and reports from TIQK Analytics

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  • Export data to Microsoft Excel for analysis and mashups
  • Share visualisations and data tables as images
  • Export dashboards to Microsoft PowerPoint and PDF in one click
TIQK Analytics - export to Office

Secure, reliable analytics that scale with you

Powered by industry-leading Microsoft Azure and PowerBI cloud infrastructure

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  • 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

Learn how we protect your data

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Improve oversight and manage risk in your financial advice with TIQK Analytics

Request a demonstration today