As a self-licensed practice operating our financial planning practice for over 10 years, our advisers needed a solution that could help us manage compliance and practice management on a larger scale.

We started to play around with some of the commercial offerings however they were not advanced enough to deal with the tightening compliance regulations.

Our best option was to develop our technology on the back of Xplan. This was the beginning of our journey. And one we will never forget.

Over the years, we developed our software heavily, ironing out bugs and adding features until the commercial launch of iComply2 in June 2019.

Since then, our technology has expanded from just an Xplan plugin to a complete Self Licenced AFSL solution.