Guide to setting up your Adviser Pay Run portal.

Instruction guide to completing the SOA Request Form in the iComply2 SOA Wizard

Let’s take a look at how to create a new SOA Request for your paraplanner

Guide to uploading files for the Revex Support team to reconcile the AFSL bank account.

Guide to generating a service agreement using the iC2 Service Agreements App.

A guide to processing your licensees adviser pay runs using iC2 the Revex Portal

Guide to setting up your Project Templates

A step by step guide to creating a news release for your team

A step by step guide to creating a new project.

Connect your iC2 App to your CRM to pull through client data from your CRM.

A step by step guide to creating a new project.

There is no doubting that AI is going to play a role in the future of advice production.

With this in mind, let’s take a look at the ways you can use AI in your advice process to enhance the efficiency of your advice document production.

Many of these tools are available today in your iComply2 Subscription, it’s just knowing how to use them in your tech stack

Let’s take a step by step look at how to create direct debits in iC2 Revenue using the Ezidebit payment solution. We have integrated iC2 with Ezidebit for seamless payment processing of upfront fees and Annual Advice Agreements

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

If you need any assistance, you can raise a support request. From the Apps Menu in the upper left, you can open the ‘My Tickets’ App.

Creating invoices in iC2 Revenue App