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Suitability for today's




advice services

Be-IQ offers tools designed for modern advice services that focus on client outcomes and engagement.

Reduce your risk exposure

Ever met a client who’s okay taking risk so long as they don’t lose any money?

Be-IQ identifies such clients, whose likely behaviours may be most at odds with how they see themselves, and adjusts their risk score accordingly.  Furthermore we’re the only tool that can translate a client's CFL to a precise risk score equivalent to compare against their tested risk profile. Their risk appetite vs their risk capacity, quantified on both risk and financial scales.

Spend less, get more

No monthly fees. No 12 month tie in, and if you’re away you don’t pay! For Advisers and Planners, Be-IQ only charges when you’ve benefitted from a completed client report. If you only do two reviews in a month, you only play for two reports. Refreshingly simple!

Powering pioneers

M&G Wealth's groundbreaking new MAP hybrid service makes the most of the additional client engagement, insight and protection afforded by Be-IQ's Behavioural Risk Score (BRS).

M&G Case Study

Santander UK delivers digital advice and continues to innovate on behalf of customers with the help of our BRS.

Santander Case Study


Launched in late 2021, a rapidly growing number of Planners and IFA's are seeng the service and cost benefits of our new Profiler suitability service.

Adviser Case Study