IComply2 App

[john.gartland]

Integrator overview

We are pleased to share the news that a new third party integration is in development for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration Summary

iComply2 App offers the latest in AFSL Management technology. iC2 App is a financial planning project management app where advisors, support staff and compliance managers can collaborate in a centralised hub.

Software type: Advice, Automation + Workflow

Locale(s):  AU

Contact details for integrator: anthony.lyon@icomply2.com.au

Website for integrator: https://www.icomply2.com.au/

Description provided by the integrator:

iComply2 App offers the latest in AFSL Management technology. iC2 App is a financial planning project management app where advisors, support staff and compliance managers can collaborate in a centralised hub.

The Projects App provides a highly visual and customisable advice process. With the goal to streamline support staff task delegation and communication, iC2 App simply provides a consolidated practice management solution.

The AFSL Compliance Management App allows self-licenced AFSL’s to easily manage and monitor advisers, including core obligations, registers and audit management.

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration may already have been enabled as per the Integrations available via Iress Open (Xplan and Private Wealth) terms of your managed service agreement. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf.

In your third party integrator software: 

The third party has not yet provided us with setup details for this integration. Please contact them using the contact details above for more information.