Adviser Tools
AdviceGen IQProfiler IQSuper Health Check
Introducing IFS Digital
We're bringing together innovative technology, behavioural design and AI-powered solutions to support every stage of the advice journey.
From enhancing member engagement and streamlining advice production to strengthening compliance oversight and risk management, our digital tools help super funds and advisers deliver more efficient, scalable and impactful member outcomes.
Tools across the advice journey
Digital Member Tools
Digital Advice JourneyMember Nudges / PromptsComing soonCalculators
Risk Monitoring
Monitor IQCheck IQComing soon
The IQ suite
AdviceGen IQ streamlines the entire advice production process by bringing client data capture, financial modelling, retirement projections, insurance needs analysis and Statement of Advice generation into a single intelligent workflow. Designed for advisers, it helps deliver compliant, consistent and scalable advice faster, while maintaining full adviser oversight and professional judgement.
Designed to eliminate jargon, complexity and adviser bias, Profiler IQ helps members explore investment risk through an engaging, educational journey. By helping members understand risk and return before meeting with an adviser, it improves both the quality and efficiency of the advice process.
This tool transforms compliance data into actionable risk intelligence. By consolidating key risk indicators into a single dashboard, it provides adviser risk scores, identifies emerging trends and helps leadership teams make informed decisions to strengthen oversight, governance and adviser outcomes.
Check IQ is an AI-enabled pre-review tool that assesses advice files for quality, compliance and consistency before they reach the member. By identifying gaps, inconsistencies and missing information early, it provides advisers with actionable feedback and greater confidence in the advice they deliver.
Getting started
Step one
Talk to us
A short consult to understand your advice model, member base and compliance obligations.
Step two
Choose your tools
Take the full suite or the individual products that fit the gaps you need to close.
Step three
Go live with support
We configure, train your advisers and stay alongside the team after launch.
Book a demo
See IFS Digital in action
Tell us a little about your fund or practice and we will arrange a walkthrough of the tools that matter most to you.
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