Base IQ
Reviewing the clients you already have
Future review intelligence for clients an adviser already has. Development has started. Nothing described on this page is available to advisers yet.
Intended capabilities
Existing client review intelligence
Coming soonIdentifying which of your own existing clients may be due another review, using client information you are authorised to hold.
Fixed rate expiry monitoring
Coming soonWatching fixed rate expiry timing across your client base so a review is prepared before the expiry arrives, not after it.
Future position reassessment
Coming soonReassessing a client's indicative position as circumstances and rates move, so the picture stays current between reviews.
Prompts for a conversation worth having
Coming soonSurfacing a prompt when another adviser and client conversation may be worthwhile, with the reason it was raised.
No Base IQ capability is operational today, and no Base IQ address is published from this page yet. Registered advisers will be told when the first capability is released.