Level 4, 11 York Street, Sydney, NSW 2000, Australia
If your business were audited tomorrow, how would it stack up? TIQK augments your existing processes to reduce the risk of poor advice reaching the client, freeing your experts to focus on quality improvement
Born in September 2016, TIQK began ‘life’ as an idea to help the 80% of Australians who don’t seek advice to achieve their financial goals. But, when we realised that there was no automated solution to assess advice risks, we pivoted and built our own.
Visualise key indicators and trends from advice files Profile business activity, the advice provided, and client characteristics. Measure how well advice follows controls and agreed disclosures, and validate or flag advice that is disclosed well – or poorly. Explore Adviser profiles Deep dive into adviser compliance and risk indicators, client demographics, reviewed files,......