Features

We believe that smart technology shouldn't be hard to use

Just drag-and-drop MS Word and PDF advice files into the responsive web app.

In just seconds, TIQK’s natural language algorithms identify the Financial Adviser, clients, and the date of advice − and conducts the review according to all relevant legislation, regulations, and regulatory guidance.

Best Interest Duty review

TIQK reviews every file for evidence that the Financial Adviser has acted in their client’s best interest. Any issues are clearly explained to make it easy to focus on risks.

Using cutting-edge artificial intelligence, TIQK can even flag hard-to-detect behavioural issues like “cookie-cutter” advice — something that’s challenging to do with human experts alone.

TIQK Best Interest Duty analysis results
TIQK Regulatory Analysis

Regulatory review

TIQK reviews up to 1400 legal and regulatory attributes in every advice file — without training and with little to no effort.

The review results report makes it easy to focus on risk areas, and includes the what, where, and why of each result.

And it’s easy to add comments and download the report to share, save, and review offline.

Advanced advice analytics & indicators

The Dashboard aggregates data from all reviews for a top-level view of your risk exposure and trends, and export datasets for offline analysis.

TIQK captures fine-grained data during every file review, unearthing insights and indicators from your advice network for the first time.

Visualise and explore using the tools you love like PowerBI and Tableau, and integrate live TIQK analytics into line-of-business dashboards and systems.

TIQK advanced adviser dashboard
TIQK Security

Security that puts you in control

Create teams and invite users with fine-grained permissions to organise and protect your files and review results. You can even bulk import Financial Advisers so that they can proactively and privately review their own advice files.

Our security is constantly maintained, enhanced, and verified, and we employ a wide variety of security mechanisms and conduct independent security tests and reviews.

Importantly, your organisation’s custom review rules and machine learning trained data always remain private to your organisation.

And your data remains backed-up and secure in on-shore data centres operated by leading infrastructure providers Amazon Web Services and Microsoft Azure, at all times.

TIQK Data and Security datasheet

Integrate, don't replace

Our Developer API makes it possible to securely integrate TIQK capabilities into business workflows, systems, apps, and dashboards.

For organisation’s that use Iress Xplan, our single-click integration enables powerful custom file reviews that assess alignment between Fact Find data, and the advice files produced by advisers.

Discover the Developer API
TIQK Workflow in API