https://www.icomply2.com.au/release-notes daily 0.75 2022-11-29 https://www.icomply2.com.au/rima-tips daily 0.75 2026-08-24 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 2026-08-31 https://www.icomply2.com.au/sara-tips/0lve4zhh7zb9i3y2nlvfeao5dlclrh-gd2k5 monthly 0.5 2026-08-31 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/fbf07272-ebe9-4a0e-a042-8d574704996f/representatives.png 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://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/10e22891-fbb1-4f2f-a07e-e5b1b850ab34/create+adviser.png SARA Tips - Creating a New Authorised Rep - Complete the create adviser popup https://www.icomply2.com.au/sara-tips/0lve4zhh7zb9i3y2nlvfeao5dlclrh monthly 0.5 2026-08-31 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/5e420c53-2b90-435b-a147-441cf7c8ff33/create+new+practice.png 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://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/37c6f137-f911-4399-8e6d-06d83255e66a/Create+Practice+Popup.png SARA Tips - Creating a New Practice - Complete the create practice popup https://www.icomply2.com.au/sara-tips/7ccex94ofnui36bzy0os38tk5pavf3 monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/e999f063-0648-4c5b-ae0d-9d3a6026a265/Fail+Outcome.png SARA Tips - Update & Re-Check Feature - If SARA has identitied a Fail, cklick the “Update and Recheck” button. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/c94e65a0-1197-43cc-b3ec-db625323450e/Copy+SOA.png SARA Tips - Update & Re-Check Feature - Copy the relevant section of your updated SOA This could be data SARA has missed, or updated data that SARA had flagged as needing to be updated. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/ff616d70-6538-4ad1-aa25-c3f3d4397281/paste+data.png SARA Tips - Update & Re-Check Feature - Paste your updated SOA data into the popup and click Submit Recheck SARA will run the compliance check on your newly submitted data, and display the findings in the report builder. https://www.icomply2.com.au/sara-tips/user-roles-in-sara monthly 0.5 2025-02-21 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/2e904556-3208-4d51-9c3c-4a37e6aff242/user+roles.png 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://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/22eaa949-eee5-44dc-bfc9-c06982bbad96/org+chart.png 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 2026-08-31 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/b1e1bdfa-e455-4c95-8f5e-803d3571bef6/Add+a+heading+%281%29.png 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://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/601ef740-6593-4d2a-94c4-0317fd7245cd/sara+user+profile.png SARA Tips - Adding Team Members - Select the ‘Me’ Icon from the navbar in the top right corner. This will open your user profile. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/5b422525-10cf-4206-bff8-2bdd7b9549ea/team+management.png SARA Tips - Adding Team Members - Click ‘Team Management’. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/8cf41850-0fde-4701-b511-13b5fc0eeeb4/Create+Team+Member.png SARA Tips - Adding Team Members - Click ‘Create Team Member’ button. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/9718b7c3-722f-4265-bfec-f21900e9b43f/Tem+Member+Details.png SARA Tips - Adding Team Members - Enter the team members details and click Create Team Member. https://www.icomply2.com.au/sara-tips/what-about-saras-data-security monthly 0.5 2026-08-31 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/c65e50a6-346a-4af9-a919-ba3e8bf33ced/SARA+Cyber+Secuirty.png 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 2026-08-31 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/bfb94e3a-860b-4a1e-a713-268df8596ea8/create+vetting+request.png 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://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/2f1751a5-d750-4790-b03e-d00f1a3ab96d/add+soa+popup.png SARA Tips - Adviser Pre-vetting Guide - Fill Out The SOA Details Complete the Add SOA Popup. You can search from your existing clients, or create a new client in Sara using the Create New Client checkbox. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/67642d55-0d1e-480a-9d40-9b7d17084139/Send+to+Sara.png SARA Tips - Adviser Pre-vetting Guide Click ‘Send to SARA’ button .to fill out the details of the SARA review, and upload your SOA. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/cf5c37d2-f112-472b-b6ae-50af4c43ea7f/uploading+files.png SARA Tips - Adviser Pre-vetting Guide - Uploading Files Click the ‘Choose Files’ button to upload your documents to Sara You can upload multiple files to send to Sara https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/c0ec49c3-dcb2-4ef7-8f03-cbc1e146745a/mapping+files.png SARA Tips - Adviser Pre-vetting Guide - Mapping File Types Once your files are uploaded, you can map each file to their relevant ‘file type’. This will give Sara additional context what each file contains. When completing the compliance check, Sara will know which document to search for the required information. The more relevant documentation you provide to Sara, the better the outcome will be. For best results, upload your documents in PDF format. Once all files are mapped, click ‘Create Review’ https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/5388c13f-3d18-47d2-9381-3a9072fa8cb1/pre-vet+result.png SARA Tips - Adviser Pre-vetting Guide - Once completed, the Pre-vet Result will be displayed. Action Required: Read the compliance gaps to be addressed. The compliance gaps will outline the actions to be taken on any identified sections that either fail or need to be reviewed. Did the customer file pass or fail this step? Why/Why not? https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/251ea53c-92fd-4837-8ae5-dcd7e4c0fd86/Print+Report.png SARA Tips - Adviser Pre-vetting Guide - Action Required: At the completion of the wizard, click the ‘Print’ button to download the Compliance Report Action Required: PDF the final downloaded Compliance Report https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/d9b9f4f9-13f0-4d28-8a7e-f2148932dcb8/approve+soa.png SARA Tips - Adviser Pre-vetting Guide - Actions Required: Upload the Compliance Report to the ‘SARA Report’ in the Projects App. Actions Required: If the SOA passed all complaince checks, you can mark the SOA Status as ‘Approved’. If your SOA did not pass all checks it will need a review from the Compliance Manager. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/9de492e8-bbea-4060-92a2-263324944dc9/compliance+review+soa.png SARA Tips - Adviser Pre-vetting Guide - Actions Required: Update the Status of the SOA to ‘Compliance Review’. This will notify your Compliance Manger that it needs checking. Ensure a copy of your SOA is uploaded in the SOA Doc section. https://www.icomply2.com.au/finley-tips-1 daily 0.75 2026-08-28 https://www.icomply2.com.au/finley-tips-1/create-a-client-and-input-the-fact-find monthly 0.5 2026-08-28 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/0b3d242e-3715-4854-aa6e-9a8415102dcf/add+new+client.png Finley Tips - Create A Client and Input the Fact Find - 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 A Client and Input the Fact Find - Input the client and partners 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 A Client and Input the Fact Find - Once created, you will be navigatd to the newly creaetd clients profile. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/6b909022-a598-4fe5-bf63-e8e651f12c4b/select+fact+find.png Finley Tips - Create A Client and Input the Fact Find - In the left menu, select Fact Find https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/552105ab-9afb-446f-baab-6f40b523c9d8/enter+fact+find.png Finley Tips - Create A Client and Input the Fact Find - Moving through each step in the fact finding process, you can enter the clients information into the fact find https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/c7a073c6-ced7-453d-90ea-6683548c1fc7/enter+risk+profile.png Finley Tips - Create A Client and Input the Fact Find - You can enter your clients risk profile responses into the fact find https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/17d70ace-f388-44e0-a4b2-fee299c23836/Generate+Fact+Find.png Finley Tips - Create A Client and Input the Fact Find - Once all information has been completed, click Generate Find Find Document to download the completed Fact Find. https://www.icomply2.com.au/finley-tips-1/completing-an-aml-check monthly 0.5 2026-08-28 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/6c21dc17-464d-4120-be33-ec0befd0690d/create+new+identity+check.png Finley Tips - Completing AML & Risk 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://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/838a8731-8c45-4247-8b0f-d3ede25167e3/Identity+Details.png Finley Tips - Completing AML & Risk Assessment - Select the relevant client or entity under Owner, then record the identification information used to verify their identity. Depending on the identification document and verification process, this may include: Verified From – for example, Driver Licence. Verification Method – for example, Original Sighted. Country of Residence. Name on Document. Date of Birth. Place of Residence. Expiry Date of the identification document. Card or Document Number (last 3 digits only). Verified Date. Verified By. The information entered should accurately reflect the identification document sighted or the verification process undertaken. Once the identity details have been completed, select Next to proceed to the AML/CTF risk assessment. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/8fd66dab-5d32-4f7c-87ac-d40292dfb1ef/Risk+Assessment.png Finley Tips - Completing AML & Risk Assessment - The second stage is the Risk Assessment. Finley presents a series of questions designed to help you assess the AML/CTF risk associated with the client and the relationship. The assessment considers matters such as whether: You are reasonably satisfied that the client is who they claim to be. The person you are dealing with matches the identification information provided. Any structures or entities involved are not designed to conceal the identity of beneficial owners. The beneficial owners have been identified where relevant. The client is not a high-risk Politically Exposed Person (PEP) or an associate of a high-risk PEP. The client is not based in, or conducting business through, a high-risk foreign jurisdiction. There are any other circumstances that may increase the client's AML/CTF risk. Answer each question based on the information available and the enquiries you have undertaken. Where Finley provides an N/A option, this should only be selected where the particular question genuinely does not apply to the client or entity being assessed. https://www.icomply2.com.au/finley-tips-1/sending-a-digital-fact-find monthly 0.5 2026-08-14 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/6f563238-b504-4ea6-8b4c-e4be0e3f500c/select+client+portal.png Finley Tips - Sending a Digital Fact Find - From the Left hand menu, select the ‘Client Portal’ icon. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/4081fd19-d9b5-4b04-b402-8e468e934e2b/show+login.png Finley Tips - Sending a Digital Fact Find - Search your client, and click ‘Show Login’ https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/b00e423a-8978-423b-a6cc-ad45b5c7515c/create+client+logins.png Finley Tips - Sending a Digital Fact Find - You can generate new login details for your client using the ‘Create Login Account’ button. Once clicked, the login link, username and a temporary password will be generated for your client. Send the client the login details to create their login. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/d9ffc54d-f812-4307-a268-c7db1503e726/preview+fact+find.png Finley Tips - Sending a Digital Fact Find - In the action column, you can use the view icon to preview the clients view of the fact find. You can pre-populate any information for the client using their client profile in Finley. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/db3dd343-0a9c-476c-9c20-73dcaba93c08/fact+find+preview.png Finley Tips - Sending a Digital Fact Find - The fact find preview allows you to see what the client interface and the information loaded into the fact find. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/96890262-e9d2-48b2-a539-c7d11a0307ff/download+completed+fact+find.png Finley Tips - Sending a Digital Fact Find - In the action column, you can use the download icon to download a copy of your clients completed fact find. https://www.icomply2.com.au/finley-tips-1/finley-document-styling monthly 0.5 2026-06-04 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 2026-05-24 https://www.icomply2.com.au/finley-tips-1/client-portfolio-datafeeds monthly 0.5 2026-08-21 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/a4bce9b5-6bc9-4daf-a27e-d4e06895d3e7/user+profile.png Finley Tips - Client Portfolio Datafeeds - Navigate to your User Profile by clicking on your initials icon in the top right navbar https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/696778ec-4fa6-44fa-b4a1-564553e845b0/datafeeds.png Finley Tips - Client Portfolio Datafeeds - Select ‘Datafeeds’ https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/189f3d80-66be-4fff-ae06-57cddb506b74/Client+Mapping.png Finley Tips - Client Portfolio Datafeeds - Select the investment platform you wish to configure and click the ‘Client Mapping’ button. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/e487ec25-dcd7-4fa3-b400-a143148a24c3/Adviser+Code.png Finley Tips - Client Portfolio Datafeeds - Enter your adviser code and click ‘Connect’ https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/a9e42b10-1127-46a5-bee1-252928de0604/account+mapping.png Finley Tips - Client Portfolio Datafeeds - From the client profile in Finley, click on Portfolio in the left menu. Then click ‘Add Mapping’ to link an account datafeed to a client profile. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/a8df2624-5b22-4816-b174-cd7ab7a52e32/complete+mapping.png Finley Tips - Client Portfolio Datafeeds - Complete the mapping popup. Make sure you include the External Client ID and External Account ID to map the acccunt to your client profile. Once completed, click Create Mapping https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/cc90b6a9-f261-4a82-87b4-7ef5d90489a0/Add+Off+Platform+Assets.png Finley Tips - Client Portfolio Datafeeds - From the Portfolio menu, create an off-platform portfolio by clicking the ‘+’ icon in the top right https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/05730b9f-e56b-40e4-a796-ccd8889550ce/portfolio+owner.png Finley Tips - Client Portfolio Datafeeds - Select the portfolio owner from the dropdown https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/505cf3bd-f34b-4d90-ad16-474f03c3e482/acount+details.png Finley Tips - Client Portfolio Datafeeds - Create the account name and give the account a brief description https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/b59919f5-49c5-43d2-bf5b-2e026c6b0af6/underlying+holdings.png Finley Tips - Client Portfolio Datafeeds - Complete the underlying holdings detail in the off-platform portfolio Click ‘Add Holding’ Once all investments are picked, click ‘Save Portfolio’ https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/a1a4e2a1-8f82-4872-a5f6-f809b11638c0/portfolio.png Finley Tips - Client Portfolio Datafeeds - 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/productrex-integration monthly 0.5 2026-08-14 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/25b24e3b-f240-4ea7-84bb-965a3a3fd32d/open+user+profile.png Finley Tips - ProductRex Integration - Click the ‘Me’ icon in the top right to open your user profile https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/ddf2071a-3c74-4187-9c7f-28e374460551/connect.png Finley Tips - ProductRex Integration - Select Integrations, then click ‘Connect’ in the ProductRex integration https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/5948db73-ca1d-4d27-86e4-a06b199e33cb/authorise.png Finley Tips - ProductRex Integration - Click Authorize to allow Finley to connect to your ProductRex account https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/c7f9a3df-7d5f-45d2-a7df-d5a60e598792/successfulyly+connected.png Finley Tips - ProductRex Integration - Once successfully connected, you will be redirected back to Finley and the ProductRex integration status will update the Connected. You can now use your Product scenarios to pull through to SOA’s. https://www.icomply2.com.au/finley-tips-1/using-the-projections-workspace monthly 0.5 2026-08-11 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://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/7df63a8b-23e1-4951-83f7-c94426d495cb/import+fact+find.png Finley Tips - Using The Projections Workspace - Click ‘Import Fact Find’ to pull through your Fact Find data into the Projections Workspace. Alternatively, you can upload the client fact find and Finley will populate the projections workspace from the fact find data. ‘Once the data is imported, click ‘Run Projections Model’ https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/b722c5c1-3907-4897-8dc7-4a0d301491cb/Configure+scenario+variables.png Finley Tips - Using The Projections Workspace - By Default, the projection Workspace will create a ‘Current Situation’ scenario. Using the ‘Scenario Inputs’, you can configure your scenario variables to map out your client’s current financial situation, before creating any recommended scenarios. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/ed6e94a2-0e9c-456e-875e-cc1a395e7c32/assets+and+liabilities.png Finley Tips - Using The Projections Workspace - 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/v1/5fa45851ca6ab613ba4f6da9/6dffa65c-ce7a-46d6-a6b7-c6fa4c1a2eb5/review+projections.png Finley Tips - Using The Projections Workspace - 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/v1/5fa45851ca6ab613ba4f6da9/80a8a17f-f116-4fd2-9631-29ed1bb3f584/bar+chart.png Finley Tips - Using The Projections Workspace - 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/v1/5fa45851ca6ab613ba4f6da9/71ca96f5-4ac5-4d09-8d1e-a1c675a09bff/create+new+scenario.png Finley Tips - Using The Projections Workspace - Copy to new scenario https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/fff38ad7-426c-4c61-9185-32532827be0f/name+scenario.png Finley Tips - Using The Projections Workspace - Give your new scenario a name e.g. Retirement Planning https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/f441badd-6516-4c5e-99d3-f82c798abced/add+assets.png Finley Tips - Using The Projections Workspace - Make it stand out Update assets, add an asset, sell an asset, add or drawdown on a loan and make lump sum repayments https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/66eaba77-8fdd-4139-9f57-367450b84033/add+contributions.png Finley Tips - Using The Projections Workspace - Make it stand out Add super contribution strategies or rollover to pension https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/99667897-4214-4a94-a76b-8cd45ff7d464/withdraw+lump+sum.png Finley Tips - Using The Projections Workspace - Make it stand out Make lump sum pension withdrawals https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/8767e023-e646-4290-959f-1402293235f5/pull+scenario+into+SOA.png Finley Tips - Using The Projections Workspace - 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/v1/5fa45851ca6ab613ba4f6da9/6e54ef08-7ed3-4ee6-8066-cf658bf21ace/export+to+excel.png Finley Tips - Using The Projections 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/using-the-finley-ai-console monthly 0.5 2026-05-06 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/4bebf929-46a4-4e6f-aee3-345ac0ab8378/selecting+a+client.png Finley Tips - Using the Finley AI Console - 1. Open The Client Go to the client profile, then open iC2 Wizards → Statement of Advice. 2. Create Or Open An SOA Scenario Click the + button to create a new SOA scenario. Give it a clear name, for example: “Retirement Advice - May 2026” If a scenario already exists, click Open scenario. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/d232ab77-24b1-4b56-990c-397e461afed5/upload+files+to+Finley+Console.png Finley Tips - Using the Finley AI Console - 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/f6831ed2-f845-440a-940b-24fa943f8a58/finley+ai+console+tasks+.png Finley Tips - Using the Finley AI Console - 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/v1/5fa45851ca6ab613ba4f6da9/10c034af-3106-4019-8d2a-cab4fd47a8b2/refining+sections.png Finley Tips - Using the Finley AI Console - 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/completing-an-soa-in-finley-soa-builder monthly 0.5 2026-08-11 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/1e6f3190-8fa5-4900-a8b1-fda6c26cac92/create+SOA+scenario.png Finley Tips - Completing An SOA In 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://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/6377487f-fba5-44c1-8a77-0c78eef073f1/SOA+scenario+name.png Finley Tips - Completing An SOA In Finley SOA Workspace - Give the scenario a clear name, for example: “Retirement Advice - May 2026” Click ‘Create scenario’ button to create the new SOA scenario https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/72dc499d-c160-408b-ac54-2baf47002967/soa+inclusions.png Finley Tips - Completing An SOA In Finley SOA Workspace - From the SOA Blueprint, select the advice inclusions relevant for your SOA. These inclusions will prompt you to pull through the relevant research module scenarios. Use Add files button to add the relevant SOA source documents, such as: Fact Find File notes Strategy paper Insurance quotes Research documents Fee consent or engagement documents https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/c897aef5-39bc-40ab-bfdf-90ea189c3453/further+instructions+.png Finley Tips - Completing An SOA In Finley SOA Workspace - Finley will detect certain document types automatically, such as Fact Find detected or ProductRex detected. Map Fact Find Data (If Needed) If a fact find is uploaded, click Map to profile. Finley will extract the data and populate the client fact find. Review the extracted data, then click Apply to client profile if the mapping is correct. This updates the fact find before the SOA is drafted. Tell Finley What The Advice Is About In the chat box, describe the SOA Request in plain English. Make sure you cover off on advice scope, recommendations, product advice, upfront and any ongoing fees and any other information. Include anything important that may not be obvious from the documents. Click Send https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/fee5cc2f-3e87-4211-b054-0d917f856cb6/intake+summary.png Finley Tips - Completing An SOA In Finley SOA Workspace - 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/ca0e5040-d66d-40eb-9ea6-acb3194ebb09/answering+further+questions.png Finley Tips - Completing An SOA In Finley SOA Workspace - 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/bf17a123-5d79-4b25-a223-11b68ada740d/start+SOA+Workflow.png Finley Tips - Completing An SOA In Finley SOA Workspace - Once documents are uploaded and the brief is clear, click Start SOA workflow. Finley will create the editable SOA workflow sections and open the live SOA render. You can bypass the follow up questions at any time by clicking Start SOA Workflow. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/71aaa7d2-39a0-4486-a6b3-77b403a6ad64/work+through+the+SOA.png Finley Tips - Completing An SOA In Finley SOA Workspace - 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/v1/5fa45851ca6ab613ba4f6da9/217a1338-c6ca-47c7-89e5-9d5dd287c323/making+changes.png Finley Tips - Completing An SOA In Finley SOA Workspace - 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/v1/5fa45851ca6ab613ba4f6da9/93b8a9d6-0ef8-4348-9182-99cdd87d07f1/Open+Projection+Workspace.png Finley Tips - Completing An SOA In Finley SOA Workspace - 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/v1/5fa45851ca6ab613ba4f6da9/8fe3bb33-6bbb-427d-9859-234cdf95f78e/Export+to+Word.png Finley Tips - Completing An SOA In Finley SOA Workspace - 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/v1/5fa45851ca6ab613ba4f6da9/51ebe800-49da-43bb-95bd-65bf2e4b9ab5/document+styling.png Finley Tips - Completing An SOA In Finley SOA 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/Blog Post Title One-3zaa9-zlxng-h8b3e monthly 0.5 2026-05-05 https://www.icomply2.com.au/home-1 daily 1.0 2026-07-08 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/9fba3875-5d90-475b-b9cf-415823f41138/ChatGPT+Image+Sep+9%2C+2026%2C+01_19_44+PM.png https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/1d564ef7-6eb8-41e0-aba3-39bf6c1113e7/1.png Home - Finley You didn't become a financial adviser to spend your days entering data into a CRM. Most CRMs are built to store records. Finley is built to move work forward. Finley reimagines the client relationship from the ground up — placing AI at the centre of how advice actually gets done. Tell Finley what you need: a file note, a paraplanning brief, a Statement of Advice. It handles the heavy lifting so you can focus on what matters most — your clients. This isn't a smarter CRM. It's a completely different way to work. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/fa6aca00-0306-4ae5-8258-b4e987d713ef/2.png Home - Sara Your Statement of Advice Review Assistant (SARA). SARA is an AI powered AFSL Compliance Assistant, built to assist in the pre-vet of advice documents. SARA is NOT like other compliance solutions! SARA is different - because the technology uses Artificial Intelligence (AI), SARA is able to understand the clients objectives, relevant circumstances and the recommendations provided. https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/497bd7ed-24a9-4664-ba22-8f17df8c2129/Rima+Image.png Home - Rima Your RCTI and Invoice Management Agent RIMA is an adviser pay run and RCTI reconciliation agent designed to manage the flow, reconciliation, and processing of Recipient Created Tax Invoices (RCTIs) and adviser revenue data. https://www.icomply2.com.au/demo daily 0.75 2025-04-19 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://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/xplan-integration daily 0.75 2022-07-01 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/1628725834052-KAR2TVROHPI0VOWCX7AO/MicrosoftTeams-image+%281%29.png Xplan Integration - 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/v1/5fa45851ca6ab613ba4f6da9/880e2752-fb86-4d7b-909a-7da1a14d587c/connect+to+Xplan.png Xplan Integration - Make it stand out Xplan Connection Icon https://www.icomply2.com.au/finley daily 0.75 2026-05-23 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/00573348-b7e5-434c-8636-33e8d370f07e/Finley+-+Transparent.png https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/172b776b-8279-48a2-b2e8-1b04537d4c73/Finley+Workspace.png Finley - 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/f23e5a10-4482-4e3d-a4bf-e35a48a6dbb7/SOA+Workspace.png 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/sara daily 0.75 2026-07-08 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 2026-03-06 https://images.squarespace-cdn.com/content/v1/5fa45851ca6ab613ba4f6da9/9b4ff0fe-bd82-4887-960f-2876bd1a328f/Rima+Image.png