I’m Chris Fellas, CEO of Insight Management Partners.  
While I usually don’t like to email unannounced, I wanted to make contact as I am aware there are many of you looking at alternatives to your currant dealer group. 

To this point, I would like to introduce you to our dealer group Insight Investment Partners, we are established AFSL with 10 years existence and 20 years plus experience in the advice industry.

We know  the frustration of the advice process and time duration to produce quality compliant documents.

 

Its taken us a few years but we developed our own in house technology that sits inside  XPLAN -  that will help you in an exciting way, with advice and compliance processes that usually take hours and days being cut to minutes and hours. We produce SoA's well under 2 hours and RoA's in 2 minutes. 

Our business is powered iComply2 a specialist software ecosystem that helps you to create a compliant, efficient and scalable business. Powerful wizards have been designed and built within XPLAN and other available software, making reporting fast and easy. It’s as simple as the touch of a button … in a fraction of the time it currently takes to produce SoAs, RoAs and compliance reports.

iComply2 was designed to deliver powerful and innovative solutions for three key business cores:

Compliance requirements
Advisor systems and processes
Administration efficiency

 

iComply2 was built by advisers, for advisers. It will give you greater profitability via a reduced headcount and complete compliance certainty. With wizards, videos and a solid support network behind it, we are confident that our solution will make your business more profitable. 

We would welcome the opportunity to discuss with you our dealer group service https://insightmp.com.au/afsl-dealer-group/ and present and give you a demonstration of iComply2 https://icomply2.com.au/ or Give me a call on 02 9181 3431.