The Compliance and Trust Advantage of IQ Boost™

Advisors know that staying compliant is non-negotiable.

But keeping every client file up to date, tracking KYC reviews, and preparing for audits can quietly take over the week leaving less time for what matters most: client relationships.

It’s not just the paperwork. It’s the mental load.

When your practice runs on trust, any detail missed can feel like a risk.

Turning data into confidence

That’s why Maximizer launched IQ Boost, Canadian-built, secure AI designed for the realities of financial advisors.

IQ Boost doesn’t add more to your plate. It helps you see what’s already there—highlighting the compliance reviews, updates, and conversations that need attention the moment you check a client record.

Instead of searching through notes, emails, and tasks, you see what matters most: summarized, organized, and ready to act on.

So you walk into every review confident, not reactive.

Compliance that builds trust

Most advisors don’t think of compliance as a trust-builder. But it can be.

When your records are clear, every conversation feels prepared and professional. Clients sense that confidence.

IQ Boost supports that consistency by showing you key compliance moments, from KYC updates to household changes that trigger a review.

It’s a simple way to stay audit ready every day, without extra admin or anxiety.

And because IQ Boost is embedded directly inside Maximizer, there’s no steep learning curve. It works within the system advisors already use and trust.

Secure by design

You can’t have compliance confidence without data trust.

That’s why IQ Boost was built with Canadian data residency, anonymization features, and independent SOC 2 audits. Sensitive information, such as names and Social Insurance Numbers (SIN), is protected before any AI analysis occurs.

For compliance teams, that means peace of mind. For advisors, it means knowing every insight is generated responsibly.

What advisors are saying

Early users describe the impact in simple terms: clarity, speed, and confidence.

About 85% reported cutting meeting prep time by more than half. That’s time they now spend strengthening relationships, not chasing records.

Others said IQ Boost made compliance “feel lighter”, helping them see exactly what needs to be done and when.

Across practices, the pattern is the same: AI that helps you stay proactive, not pressured.

The bottom line

In wealth management, trust is everything—and trust starts with clarity.

As regulations tighten and client expectations rise, advisors who succeed will be the ones that manage compliance with confidence and empathy.

IQ Boost helps make that possible. It’s practical AI that turns complexity into clarity and gives advisors more time where it matters most: with clients.

See IQ Boost in action.