iComply2
Curated by SignalWealth management software suite streamlining compliance and practice management.
Overview
iComply2 is a wealth management software suite aimed at improving operational efficiency for wealth managers and financial advisors in the Australian financial planning sector. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. It is designed for self-licensed Australian Financial Services Licensees (AFSLs), advisers within dealer groups, and self-employed paraplanners, focusing on the complexities of compliance and practice management. The platform includes customizable Xplan wizards and templates, as well as compliance features, allowing users to deliver personalized advice while maintaining regulatory compliance. Additionally, its application programming interfaces (APIs) support integration with external financial services.
Key facts
- Founded
- 2019
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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- Phone
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