https://www.icomply2.com.au/release-notes daily 0.75 2022-11-29 https://www.icomply2.com.au/rima-tips daily 0.75 2026-09-23 https://www.icomply2.com.au/rima-tips/adviser-pay-runs monthly 0.5 2025-05-19 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/a11ef906-0883-471a-9248-b7ee86758a46/create+password.jpg Rima Tips - Adviser Pay Run Portal - Once the portal opens in a new tab, you will be prompted to set your new portal password Once created, you will be logged in to the portal. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/804440eb-56fc-4f0e-b05f-71c276a61adb/list+of+pay+runs.jpg Rima Tips - Adviser Pay Run Portal - You will see a list of your pay runs . You can select which pay run you would like to access by clicking on the pay run https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/eb88877e-c89f-44ba-9ed0-63e2081b4ae7/list+of+items.png Rima Tips - Adviser Pay Run Portal - When you select a pay run, the list of line items will be displayed. You can see your client fees collected and the list of deductions applied from the dealer group. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/7175c61a-35cf-42b8-a4d6-d2e1a1be74fa/print+PO.png Rima Tips - Adviser Pay Run Portal - Click on the 3 dot ellipsis on the right-hand side of the pay run. Select the Print icon to print your Purchase Order/RCTI for your book keeper. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/b26ce14c-cf99-4e7e-977a-386f64f20f6a/download+revex+reports.png Rima Tips - Adviser Pay Run Portal - Click on the 3 dot ellipsis on the right-hand side of the pay run. Select the Download icon to download your Revex revenue reports. https://www.icomply2.com.au/rima-tips/end-of-month-pay-runs monthly 0.5 2025-05-19 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/6b8b840d-0bc2-44cb-a3d2-8bf55be7cc82/connect+to+xero.png Rima Tips - Processing Adviser Pay Runs - From the top navbar, click the xero icon. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/97155de5-ffa6-4989-af7e-faaff513429e/Proceed.png Rima Tips - Processing Adviser Pay Runs - Click the Proceed button to confirm you wish to connect your Revex Portal to Xero From here, you will be re-directed to Xero to provide your login details and select the organisation you wish to connect. Once connected, the xero icon will change to green, indicating you are now successfully connected. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/dda7be95-de0f-450b-b0b2-c01d4ffbe141/xero+contact+id.png Rima Tips - Processing Adviser Pay Runs - You can access the unique Contact ID from the URL in Xero. You can raise a support request to save the xero Contact ID to the list of practices. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/e5c61e24-68ff-4ede-980d-d03d63e3f728/xero+contact+IDs.png Rima Tips - Processing Adviser Pay Runs - You can see your list of practices and the Xero Contact ID’s in the Compliance Hub (Compliance Manager’s only) https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/5debfb1a-c1a2-4a9e-9ce5-9379f5fb7575/revex+settings.png Rima Tips - Processing Adviser Pay Runs - From the Purchase Orders section, select the settings icon. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/2448b718-a2e6-4ab6-9fbf-6dbf8679117b/adding+a+deduction.png Rima Tips - Processing Adviser Pay Runs - To add a line item, click the + icon. Fill out the line items and click the tick icon. The account, item code and tax rate dropdown inputs will call your list of accounts from xero, using the API integration. Select the accounts to be populated from xero. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/f8efe56e-185e-447f-8847-b3eaf5cfe154/example+deduction.png Rima Tips - Processing Adviser Pay Runs - Make it stand out Example List of Deductions https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/96c65f07-740a-4d02-8a30-9e57a882bfca/create+PO.png Rima Tips - Processing Adviser Pay Runs - Click ‘Create Purchase Orders’ https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/ef889b18-916a-43e8-9acf-911400dba95f/Purchase+Orders.png Rima Tips - Processing Adviser Pay Runs - Fill out the create purchase orders popup. The Reference input refers to a reference for this pay run. In this example, we have used January 2025. Where you have multiple practices, you can select which practices you wish to create a purchase order for. Then click ‘Create’. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/ec4163b3-2487-4be9-9535-bd48372b219c/List+of+POs.png Rima Tips - Processing Adviser Pay Runs - Once created, you will see a list of purchase orders for each practice. You can show/hide the underlying line items by expanding/minimising the Purchase Order. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/6b6eabd4-d33f-40ad-b662-1f9a38c23505/add+revenue.png Rima Tips - Processing Adviser Pay Runs - Add practice revenue from the revex reports https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/51175412-bfad-4c48-93b1-d3afa42c0c9d/update+to+approved.png Rima Tips - Processing Adviser Pay Runs - Once all your Purchase Orders are complete, update the Status of each Purchase Order to Approved https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/bf478d27-4e65-440b-b458-ba83dc5d7ba4/print+purchase+order.png Rima Tips - Processing Adviser Pay Runs - Print the Purchase Order to send to the practice https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/f1a53a5b-87e0-43f2-816e-fbb35d15a2c2/send+to+xero.png Rima Tips - Processing Adviser Pay Runs - From the list of purchase orders, tick the checkbox for those that you wish to create a Bill in Xero. Click the ‘Send to Xero’ button to create the list of Bills in your Xero. https://www.icomply2.com.au/rima-tips/invoicing-solved monthly 0.5 2025-05-19 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/e66179da-5717-43e2-aa7b-35464764832f/invoicing+system.PNG Rima Tips - Invoicing, solved - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/2aa79844-01bb-43fd-b8f0-47b286acf175/cretae+invoice.png Rima Tips - Invoicing, solved - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/fab3cd3b-956d-4775-9d7f-2fb4168259dc/new+invoice.PNG Rima Tips - Invoicing, solved - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/rima-tips/tag/Ticket monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Pay+Run monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Invoice monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Compliance monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Support monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/SOA monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Revex monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/File+Review monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Projects monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Pay monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Templates monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/SOA+Request monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Users monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Xplan monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Breaches monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Approved+Product+List monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Audit monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/benefits+register monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Shared+User monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Direct+Debit monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/News monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Revenue monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/APL monthly 0.5 https://www.icomply2.com.au/rima-tips/tag/Ezidebit monthly 0.5 https://www.icomply2.com.au/sara-tips daily 0.75 2026-10-03 https://www.icomply2.com.au/sara-tips/benefits-conflicts monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/0b534c8c-fe49-4b52-b06a-af6fc394dd92/19-benefits-and-conflicts.jpg Sara Tips - Record non-cash benefits and conflicts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/apl-approvals monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/a772f05c-3edd-4de8-a40e-288f4f3a4cea/18-apl-approval.jpg Sara Tips - Request and review an APL approval - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/complaints monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/ab21b58f-6cce-405b-9289-fb15d30d950a/17-complaint-record.jpg Sara Tips - Manage a complaint record - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/assess-breach-incident monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/9996cfbd-d16f-4365-8ed0-dc3e229de582/16-assess-breach-or-incident.jpg Sara Tips - Assess and follow up a breach or incident - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/record-breach-incident monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/959ab6f0-2a35-4a55-a1fc-1eb165a000c4/15-record-breach-or-incident.jpg Sara Tips - Record a breach or incident - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/policies-templates monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/49efb48f-ad2d-4e97-8402-94eafb368e4f/14-policies-and-templates.jpg Sara Tips - Keep policies and templates current - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/managing-question-library monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/a9b3c0ac-be60-40fc-9b32-30171f7f11ee/13-managing-question-library.jpg Sara Tips - Managing the Question Library - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/file-audits-observations monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/e23939df-b256-42f3-ad36-7099f20e74b3/12-file-audits-and-follow-up.jpg Sara Tips - File Audits, Observations and Follow-up - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/advice-vetting-records monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/aa01857c-1666-46a2-b60e-bcf612a70230/11-advice-vetting-records.jpg Sara Tips - Managing Advice Vetting Records - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/findings-reports monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/223b1d97-250d-4b2c-827b-5aea614a9706/10-findings-and-reports.jpg Sara Tips - Reading Findings and Downloading Reports - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/roa-pre-vet monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/397abc6c-97fa-4cdf-8731-732fee42078b/09-record-of-advice-pre-vet.jpg Sara Tips - Running a Record of Advice Pre-vet - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/signing-in-2fa monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/70e02da2-d194-4f55-ae41-9360ab15533d/08-sign-in-and-two-factor.jpg Sara Tips - Signing In and Two-Factor Authentication - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/0lve4zhh7zb9i3y2nlvfeao5dlclrh-gd2k5 monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/b66a9f2c-b3f5-44c5-b3f4-8995b11105d3/01-creating-a-new-authorised-rep.jpg Sara Tips - Creating a New Authorised Rep - From the left menu, select ‘Representatives’ TYhen click, ‘Create Adviser’ to add a new Authorised Rep into your AFSL. Only users with the user role ‘Compliance Manager’ can add a new Authorised Rep under the licensee https://www.icomply2.com.au/sara-tips/0lve4zhh7zb9i3y2nlvfeao5dlclrh monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/ed8c2004-6842-40e0-a499-2fe7db0d3a95/02-creating-a-new-practice.jpg Sara Tips - Creating a New Practice - From the left menu, select ‘Practices’ then click, ‘Create Practice’ to add a new practice into your AFSL. Only users with the user role ‘Compliance Manager’ can add a new practice under the licensee https://www.icomply2.com.au/sara-tips/7ccex94ofnui36bzy0os38tk5pavf3 monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/4ae7e6c5-aeb0-4780-991c-d6df323fc839/03-update-and-recheck.jpg Sara Tips - Update & Re-Check Feature - If SARA has identitied a Fail, cklick the “Update and Recheck” button. https://www.icomply2.com.au/sara-tips/user-roles-in-sara monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/25f01943-a30f-4f25-9319-f514fa757169/04-user-roles.jpg Sara Tips - User Roles in SARA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/adding-team-members monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/223c27bc-9032-45f3-9204-e89828062f47/05-adding-team-members.jpg Sara Tips - Adding Team Members - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/what-about-saras-data-security monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/52f066e6-e9d7-4e0b-a258-421e44c154d3/06-data-security.jpg Sara Tips - What About SARA’s Data Security - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/sara-tips/adviser-pre-vetting-guide monthly 0.5 2026-10-03 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/161608c3-e5d0-4040-97da-0804ed7adbc2/07-adviser-pre-vetting.jpg Sara Tips - Adviser Pre-vetting Guide - Action Required: From the Advice Vetting section, click the ‘Create SOA’ button. Fill out the details of the SOA Request Popup. Make sure you load up the SOA in the SOA Request https://www.icomply2.com.au/finley-tips-1 daily 0.75 2026-10-02 https://www.icomply2.com.au/finley-tips-1/create-and-track-a-paraplanning-request monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/83686e10-eaae-410b-af63-e1b45c5add1b/L21-paraplanning.png Finley Tips - Create and track a paraplanning request - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/finley-tips-1/manage-your-daily-work-in-my-tasks monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/eff08c98-cac5-4233-a02f-626d9977321b/L20-my-tasks.png Finley Tips - Manage your daily work in My Tasks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/finley-tips-1/create-and-manage-a-client-project monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/24b40f46-bcf8-41ba-a4ee-5e3dfea27619/L19-client-project.png Finley Tips - Create and manage a client project - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/finley-tips-1/using-the-insurance-workspace monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/b0f6e927-ea38-4ed1-ac53-2c51c82766ee/L17-insurance.png Finley Tips - Using the Insurance Workspace - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/finley-tips-1/add-review-manual-portfolio monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/eb13dcdf-8f5e-4dae-8ab4-8864e791d216/L14-manual-portfolio.png Finley Tips - Add and review a manual portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/finley-tips-1/preparing-a-record-of-advice-and-template-documents monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/66aa3b82-9b47-43de-b96a-573d7d6880fa/L12-record-advice.png Finley Tips - Preparing a Record of Advice and template documents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/finley-tips-1/preparing-a-follow-up-email monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/520de2f0-8708-4413-9a2d-c03087515c2f/L11-follow-up-email.png Finley Tips - Preparing a follow-up email - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/finley-tips-1/drafting-a-file-note-or-advice-scope monthly 0.5 2026-10-02 https://www.icomply2.com.au/finley-tips-1/working-with-documents-and-source-evidence monthly 0.5 2026-10-02 https://www.icomply2.com.au/finley-tips-1/complete-save-fact-find monthly 0.5 2026-10-02 https://www.icomply2.com.au/finley-tips-1/update-client-partner-details monthly 0.5 2026-10-02 https://www.icomply2.com.au/finley-tips-1/getting-started-with-finley monthly 0.5 2026-10-02 https://www.icomply2.com.au/finley-tips-1/using-the-finley-ai-console monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/5a024d9e-27c3-4f31-a4c9-00c2e430fed1/create+cllient+and+start+chat.png Finley Tips - Using the Finley AI Console https://www.icomply2.com.au/finley-tips-1/resetting-your-two-factor-authentication-2fa monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/522f39f8-2e78-4f8c-9cc0-4941e2cf2897/login.png Finley Tips - Resetting Your Two Factor Authentication (2FA) - Log in using your usual email address and password. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/dd250a43-e61c-4e85-8bb3-7acf23ff5b14/reset+my+2fa.png Finley Tips - Resetting Your Two Factor Authentication (2FA) - Click ‘Reset my 2FA’ Submit the reset request and wait for the approval decision. A request does not immediately remove 2FA. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/e9eece33-ba88-459e-b418-1c1a915e05c2/resetting+your+2fa.png Finley Tips - Resetting Your Two Factor Authentication (2FA) - After your reset is approved, log back into Finley. If prompted, choose a provider offered for your account and select Confirm 2FA. https://www.icomply2.com.au/finley-tips-1/create-a-client-and-input-the-fact-find monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/0b3d242e-3715-4854-aa6e-9a8415102dcf/add+new+client.png Finley Tips - Create, find and open a client - To create your client, select the Add New icon from the top navbar From the dropdown, select New Client https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/7efec75d-00f5-4618-b08b-23acec8bd281/input+client+name.png Finley Tips - Create, find and open a client - Enter the client’s name and, if applicable, the partner’s name. Where there are multiple advisers in the one practice, you can link the client/s to the adviser using the Adviser dropdown. Click Create and select https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/e29fa161-2b24-46f3-952c-d7856592472e/New+client+profile.png Finley Tips - Create, find and open a client - After creation, check that the correct client has opened. https://www.icomply2.com.au/finley-tips-1/completing-an-aml-check monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/6c21dc17-464d-4120-be33-ec0befd0690d/create+new+identity+check.png Finley Tips - Record an Identity Check and AML/CTF assessment - From the client record in Finley: Select Identity Check from the left-hand menu. Click the + button in the top-right corner. Finley will open the Create Identity Check workflow. https://www.icomply2.com.au/finley-tips-1/sending-a-digital-fact-find monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/6f563238-b504-4ea6-8b4c-e4be0e3f500c/select+client+portal.png Finley Tips - Send a digital Fact Find and review client onboarding - From the Left hand menu, select the ‘Client Portal’ icon. https://www.icomply2.com.au/finley-tips-1/finley-document-styling monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/b67126dd-4f03-427d-85dd-8dc00937a1cd/document+styling.png Finley Tips - Finley Document Styling - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/finley-tips-1/finley-best-practice monthly 0.5 2026-10-02 https://www.icomply2.com.au/finley-tips-1/client-portfolio-datafeeds monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/a4bce9b5-6bc9-4daf-a27e-d4e06895d3e7/user+profile.png Finley Tips - Set up a portfolio datafeed mapping - Navigate to your User Profile by clicking on your initials icon in the top right navbar https://www.icomply2.com.au/finley-tips-1/productrex-integration monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/7889ab3d-f517-46d2-a191-5168fd6f4ef9/PrdouctRex+Cockpit.png Finley Tips - Connecting ProductRex and using research in Finley - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/finley-tips-1/using-the-projections-workspace monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/798fd440-71fb-49e3-927c-815a94f2bfcc/Create+new+scenario.png Finley Tips - Using the Projections Workspace - From the client profile, select Projections in the left menu, and click the + icon to create a new scenario https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/64118d27-7314-416f-b210-3f5bc6bac5db/Scenario+name.png Finley Tips - Using the Projections Workspace - Give your new scenario a name, and click ‘Create Scenario’ https://www.icomply2.com.au/finley-tips-1/completing-an-soa-in-finley-soa-builder monthly 0.5 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/1e6f3190-8fa5-4900-a8b1-fda6c26cac92/create+SOA+scenario.png Finley Tips - Preparing an SOA in the Finley SOA Workspace - From the client profile, select ‘Statement of Advice from the left menu. Click the + button to create a new SOA scenario. https://www.icomply2.com.au/finley-tips-1/Blog Post Title One-3zaa9-zlxng-h8b3e monthly 0.5 2026-05-05 https://www.icomply2.com.au/finley-tips-1/category/Advice+and+portfolios monthly 0.5 https://www.icomply2.com.au/finley-tips-1/category/Account+reference monthly 0.5 https://www.icomply2.com.au/finley-tips-1/category/Getting+started monthly 0.5 https://www.icomply2.com.au/finley-tips-1/category/Projects+and+tasks monthly 0.5 https://www.icomply2.com.au/finley-tips-1/category/Working+with+Finley monthly 0.5 https://www.icomply2.com.au/home-1 daily 1.0 2026-10-02 https://www.icomply2.com.au/demo daily 0.75 2026-10-02 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/10a1afd4-1455-4ed6-8fa2-1315a325ae0b/Finley+Sara+and+Rima.png Book a Demo - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/about-us daily 0.75 2026-03-06 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/1607381381433-6MHIVNPUI73KKPWJ9M85/paper+planes+blue-01.jpg Our Story https://www.icomply2.com.au/contact-sales daily 0.75 2026-03-06 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/d7f23c5e-a1ac-468a-bb84-ec35ac451d85/Finley+Sara+and+Rima.png Book A Demo - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/terms-of-service daily 0.75 2022-06-09 https://www.icomply2.com.au/privacy-policy daily 0.75 2026-06-24 https://www.icomply2.com.au/acceptable-use daily 0.75 2022-06-09 https://www.icomply2.com.au/terms-of-use daily 0.75 2022-06-10 https://www.icomply2.com.au/2fa daily 0.75 2022-06-30 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/1619751295175-CAI8LWDU5776FPA9O56A/Ic2+app+logo+-+circle.png 2FA https://www.icomply2.com.au/finley daily 0.75 2026-10-02 https://www.icomply2.com.au/sara daily 0.75 2026-09-25 https://www.icomply2.com.au/privacy-policy-sara daily 0.75 2026-06-04 https://www.icomply2.com.au/terms-of-service-sara daily 0.75 2024-10-09 https://www.icomply2.com.au/terms-of-use-sara daily 0.75 2024-10-09 https://www.icomply2.com.au/sara-pilot daily 0.75 2026-03-06 https://www.icomply2.com.au/insurance-consent daily 0.75 2025-06-25 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/615e2c2b-39be-4a79-ae14-16ba47c707e4/Insurance+Consent+Iamge.png Insurance Consent - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/9702945d-6bb2-45f1-868c-ff8276e9a86a/what+recommendations.png Insurance Consent - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/20099288-1c6f-4df1-9b04-8ee16f8f0967/Insurance+Commissions+Screenshot.png Insurance Consent - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/dbcc4a72-5cd4-496e-b6bc-9f3df9a0291e/ATP+Screeenshot.png Insurance Consent - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.icomply2.com.au/rima daily 0.75 2026-10-02