Anthony Lyon 9/18/24 Anthony Lyon 9/18/24

Creating Direct Debits in iC2 Revenue App via Ezidebit

Anthony Lyon 9/17/24 Anthony Lyon 9/17/24

A Guide to Using Ivana as a paraplanning assistant

Anthony Lyon 9/13/24 Anthony Lyon 9/13/24

A guide to completing a Compliance File Review using the iC2 Compliance Hub

Anthony Lyon 8/30/24 Anthony Lyon 8/30/24

We are excited to introduce you to Ivana, your new Safe AI assistant, designed to support and enhance your financial advisory business.

Who is Ivana?

Ivana is an Intelligent Virtual Advice Network Assistant (IVANA).

Anthony Lyon 8/8/24 Anthony Lyon 8/8/24

A guide to self-vetting using SARA

Anthony Lyon 6/11/24 Anthony Lyon 6/11/24

A guide to using the SARA App

Anthony Lyon 6/6/24 Anthony Lyon 6/6/24

Anthony Lyon 5/10/24 Anthony Lyon 5/10/24

Creating invoices in iC2 Revenue App

Anthony Lyon 5/10/24 Anthony Lyon 5/10/24

Uploading your SOA to SARA from the Projects App