Upcoming Features

Keep up to date with the latest features we are currently working on:

Fourth Line Integration:

If you use Fourth Line for your compliance reviews or advice pre-vetting, we will be allowing you to integrate your remediation action items into the iC2 AFSL Compliance App.

Once you submit your files to Fourth Line, the review report and action items will be available in iC2 for file remediation and record keeping.

We would anticipate this to be available in early 2023, so watch this space….👀

iC2 Marketing App

A marketing app, made for the advice industry.

With the advice industry on the verge of change, now more than ever, marketing will become a crucial component in the success of your advice business.

These days, marketing is more than just a monthly newsletter sent to your clients as a PDF attachment. For modern marketing, you need content, content, content. You need visually appealing email templates (EDM’s), socials (Linkedin), blogs (website) and even video (Youtube).

Managing all this content and scheduling your marketing activities needs a dedicated app…. iC2 Marketing……