Process and Compliance Solutions
for the advice industry

Specialist Technology Solutions for Financial Planners to Help You Build a Compliant, Efficient and Scalable Business.

SoA's, RoA's and Compliance reports at the touch of a button… in a fraction of the time.

iCompy2 technology delivers AFSL holders and financial planners a leading edge. It is an ecosystem of existing smart software solutions to ensure AFSL compliance and help you take control of systems and processes. Generate tailored SoAs and RoAs at the touch of a button – in a fraction of the time it would take an adviser, a paraplanner and an administrative team, reducing costs, increasing profitability and allowing you to scale.

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