Release Notes - November 2022

Written By Anthony Lyon

App Notifications 🔔

Displayed on the home page, all app notifications are now a central newsfeed across iC2.

You can now comment and reply to any notification directly from the news feed. This feature helps you stay on top of all activities in your business.

 

Fact Find Branding 🔎

The iC2 Fact Find login page has now been upgraded to show your advice practice’s branding.

This is for both you as the adviser/user and the client login. Make sure you have your business logo uploaded into your user profile settings to show your branding.

 

Compliance App

The compliance app, for advisers and practice staff, has been upgraded. The user interafce (UI) has been cleaned up and connected to Xplan.

Advisers can now store FSG, Qualifications and Professional Associtions in iC2 Compliance App. As well as any AFSL Policies, Service Agreements and create compliants, breaches, file audits etc.

 

Xplan Wizards and Templates

  • 3 new strategies added to the startegy library - Pension Refresh, TTR Pension and Maintain Annuity.

  • Updated the Authority to Access Info template to pull through the practice letterhead and the practice name in the adviser details section.

  • Updated the assets and income test limits in the Age Pension flyer.

  • Updated the File Clean Up Report to remove duplicate file notes on client & partner. Also

 

Check out what else we are working on with our Upcoming Features

Anthony Lyon
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Release Notes - October 2022