Process and Compliance Solutions
for the advice industry

“We own and manage our own advice practice and have built the technology solutions to successfully scale our own business.” Chris Fellas, CEO

iComply2 uses an eco-system of existing technology solutions to help financial planners build a compliant, efficient and scalable business. This groundbreaking financial planning software ecosystem delivers an innovative and powerful solution to:

ᐅ Compliance requirements
ᐅ Business systems and processes
ᐅ Administration efficiency

Built by advisers, for advisers, iComply2 integrates with XPLAN to produce tailored and comprehensive reporting at the touch of a button … in a fraction of the time it would take you and your administrative team to do the work manually.

The end result for you is certainty around compliance, a reduced headcount and ultimately a greater return on your investment.

iComply2 - Details and technology

Details and technology

“We went through every business process … from due diligence through to financial planning …

We then looked at all the available technology in platforms like XPLAN and Microsoft 365 and worked out how we could use the existing software to its maximum potential to solve persistent problems and save time. Finally, we hired some exceptional coders to bridge the gaps. 

We built an ecosystem of software solutions and easy to use wizards that solved our compliance, process and efficiency problems in one easy to use platform.

The increase end result for us was:

  • Efficiency
  • Headcount reduction
  • The profitability to scale with confidence getting the ROI we were looking for

Having solved our own business problems, we wanted to make our solution available to other forward thinking planners and AFSLs.

And iComply2 was born.”

Request a free demo today.

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