A simple, low cost advice tech alternative
With a ‘suite of apps’ approach, you can collect client fact find data, manage workflow, produce advice documents, manage compliance and track revenue - all in one solution
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Workflow & Project Management
Unite your team with modern Project Management. Simply create a Project and share it with your team, for instant collaboration
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Advice Documents
Simply connect with Xplan and start generating all your advice documentation.
Don’t have Xplan? Use our CRM instead
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Revenue Management
Track revenue and create invoices.
We connect with Revex and Feezily to simplify revenue management.
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Digital Fact Find
A higly customisable online fact find to gather information on your clients and send the data into Xplan.
Even create your own questions
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AFSL Compliance
Manage your Authorised Representatives, AFSL Registers, complete file audits and more.
AFSL Compliance…. simple
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Service Agreements
Easily create and manage all your service agreements. Whether it’s ongoing or fixed term, service agreement managent has never been easier.
Discover the Benefits of iC2 App
Shared User Platform
iC2 App is a shared user concept. This means you can connect and collaborate with anybody in the industry.
Whether you outsource, or you manage your back office in-house, iC2 allows to work on one platform.
A Low Cost Tech Alternative
We are the lowest cost advice tech solution in the market, with a simple per subscription model
One subscription, all app access.
Simple Integration
iC2 App integrates your data from other advice tech solutions to be your central tech hub.
Do you have an app you want to integrate with iC2? Ask us how
Integration Partners
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Xplan
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ProductRex
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Revex
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Feezily
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Xero
