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Non-Cash Benefits Register
Want to add a non-cash benefit to your licensee register?
You can easily access the Non-Cash Benefits Register from the iC2 Compliance Hub.
Accessing the AFSL Policy Register
Want to find a licensee policy, but don’t know where to start?
You can easily access and search your AFSL Policy Register from the iC2 Compliance Hub
Requesting APL Approval
Do you want a product added to the licencee’s Approved Product List?
Using the iC2 Compliance Hub, you can request one off, or general approval for new product.
Reporting a Breach or Incident
Guide to reporting a breach to your licensee
Adviser Pay Run Portal
Guide to setting up your Adviser Pay Run portal.
Completing The Xplan SOA Request Form
Instruction guide to completing the SOA Request Form in the iComply2 SOA Wizard
Creating an SOA Request
Let’s take a look at how to create a new SOA Request for your paraplanner
Uploading Outstanding Files For Revex
Guide to uploading files for the Revex Support team to reconcile the AFSL bank account.
Generating Service Agreements
Guide to generating a service agreement using the iC2 Service Agreements App.
Processing Adviser Pay Runs
A guide to processing your licensees adviser pay runs using iC2 the Revex Portal
Setting Up Project Templates
Guide to setting up your Project Templates
Creating a News Release
A step by step guide to creating a news release for your team
Adding a Shared User
A step by step guide to creating a new project.
Connecting to Xplan or Worksorted
Connect your iC2 App to your CRM to pull through client data from your CRM.
Starting a New Project
A step by step guide to creating a new project.
Integrating AI Into Your Advice Process
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
Creating Direct Debits in iC2 Revenue App via Ezidebit
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
A guide to completing a Compliance File Review using the iC2 Compliance Hub
Raising Support Requests
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.
Invoicing, solved
Creating invoices in iC2 Revenue App