A simple, low cost advice tech alternative
With a ‘suite of apps’ approach, you can collect client fact find data, manage workflow, produce advice documents, manage compliance and track revenue - all in one solution
Workflow & Project Management
Unite your team with modern Project Management. Simply create a Project and share it with your team, for instant collaboration
Revenue Management
Track revenue and create invoices.
We connect with Revex, Company and Feezily to simplify revenue management
Digital Fact Find
A highly customisable online fact find to gather information on your clients and send the data to xplan.
Even create your own questions
Advice Documents
Simply connect with Xplan and start generating all your advice documentation.
Dont' have Xpan? Use our CRM instead
Service Agreements
Easily create and manage all your service agreements. Whether it's ongoing or fixed term, service agreement management has never been easier.
AFSL Compliance
Manage your Authorised Representatives, AFSL Register, complete file audits and more.
AFSL Compliance.... simple
iC2 App Pricing
Free
$0
Upgrade Now
Projects App
Fact Find App
Revenue App
AFSL Compliance App
Clients App & Advice Docs
Service Agreements App
Unlimited Shared Users
iC2 App's Inbuilt CRM
Xplan CRM Integration
iC2 Premium
$250
Upgrade Now
Projects App
Fact Find App
Revenue App
AFSL Compliance App
Clients App & Advice Docs
Service Agreements App
Unlimited Shared Users
iC2 App's Inbuilt CRM
Xplan CRM Integration
iC2 Pro
$250
Upgrade Now
Projects App
Fact Find App
Revenue App
AFSL Compliance App
Clients App & Advice Docs
Service Agreements App
Unlimited Shared Users
iC2 App's Inbuilt CRM
Xplan CRM Integration
Address: L10, 60 York Street, SYDNEY NSW 2000
Phone: 02 9181 3431