Simplifying Advice Software & Compliance for Australian Advisers
Making Advice a Breeze
At iComply2, we believe that advice tech should be both simple to use, and delivered cost effectively.
For too long, advice businesses have been navigating the tech world searching for a ‘tech stack’. Only to end up with a tech pile which is difficult to use and doesn’t integrate.
Our software is built to be easily adopted, intuitive to use and delivered at a cost effective price point.
Overview of Our Products
iC2 App
A simple, low cost, advice tech alternative.
Instead of building a complicated all in one advice beast, we broke advice down into a 'suite of integrated apps'.
All 6 apps are included in one simple subscription:
✔️ Projects App
✔️ Revenue App
✔️ Fact Find App
✔️ Clients App
✔️ Service Agreements App
✔️ AFSL Compliance App
Xplan Wizards and Templates
We understand that every AFSL is different. As a result, we have created a highly customisable solution that can be easily tailored to your business.
As part of our solution, we deliver comprehensive Xplan Wizards and Templates, directly to your Xplan site. Once the solution is in your site, it can be easily configured to your needs.
📃 Fact Find
📃 Engagement Letter
📃 Statement of Advice
📃 Record of Advice
📃 Fee Disclosure Statement
📃 Annual Review
Use Cases of iComply2
Self Licenced AFSL
If you’re a Self Licenced AFSL, you can enjoy the full suite of iC2 App and our highly customisable Xplan Templates.
Perfect for a new AFSL looking to easily plug into an advice tech architecture.
Advice Practice
Advisers working within dealer groups can take advantage of our iC2 App
Integrated with Xplan to collect client fact find data, manage workflow, produce advice documents, manage compliance and track revenue - all in one solution.
Professional Paraplanners
Self-Employed Paraplanners can take advantage of our scaled-down iC2 Lite App which provides real-time collaboration with advisers to better manage SoA’s, applications and admin at scale.