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TIQK: Iress Open Standard Integration
on
30-10-2019
03:02 AM
- last edited on
18-06-2020
06:22 PM
by
melanie.meadwel
Labels:
Type: Practice Management
Locale: Australia
Description provided by the integrator
TIQK automatically assesses risk in written financial advice. We augment your existing processes to reduce the risk of poor advice reaching the client, freeing your experts to focus on quality improvement.
Financial planning pre-vet & advice reviews for AFSLs
TIQK monitors key risk indicators in written financial advice to help stop problems from reaching your clients. It augments your experts to provide objective feedback to compliance teams, para planners, and financial advisers as advice is produced.
Drag-and-drop MS Word and PDF advice files — in just seconds TIQK completes a review of more than 1,000 legislative and regulatory tests relevant to when the advice was produced.
And it’s easy to add your own policy tests.
Contact details for integrator: Email help@tiqk.com Knowledge Base: https://help.tiqk.com
Website for integrator: https://tiqk.com/
Live: Status
Activation Type: Xplan System Settings.
Iress Contact: please contact your account manager if you need further assistance.
0
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Our software is used by more than 9,000 businesses and 500,000 users globally.
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