Complii FinTech Solutions is a secure digital platform that removes the need for paper-based compliance. This customisable software has been designed to automate, record and report on an AFS Licensee's and Brokers compliance obligations. Significant staff cost savings and time savings can also be achieved as a result of implementing Complii.
Complii automates functions such as sending ROA's/SOA's emails based off client profiles, 708 8 expiry register, FOFA FDS letter auto-generation and electronic opt-in, online client profiles updates, disclosures, breach register, Chinese walls, internal compliance and much more.
Part of Complii’s cutting edge innovation software solution is Complii’s Capital Raising tool, which allows corporate deals to be distributed to advisors to bid on. Successful bids can be automatically offered to clients who have the option to electronically accept the deal by a hyperlink on the email.
The latest addition to this module, Corporate Highway allows distribution of capital raisings within the Complii community and opens up spread and deal flow across Australia.
All Complii features are purposefully developed to bring in subtlety, effectiveness, and simplification to the corporate action and capital raising process.
Complii’s Online Client Portfolio portal allows your clients to login online, view and update their risk profiles, run and print statements, contract notes, securely contact their advisor (no more email fraud!), track stock performance with live pricing and much more.
With the benefit of a rapid development cycle for system enhancements, functional changes are delivered in hours or days rather than weeks or months.
Some of our clients include: DJ Carmichael, Shaw and Partners, Canaccord Genuity, EverBlu Capital and Blue Ocean Equities.
Company Details
- Employees
- 32
- Founded
- -
- Address
- 8 Spring St, Level 8,australia
- Phone
- 0488 327 688
- in****@****.com.au
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- complii.com.au
- Keywords
- stock broker efficiency, compliance, risk management, financial planning, corporate bidding, financial advisor compliance, AFSL protection, Advisor bid, Regulatory compliance, Financial planning software, Financial technology, Portfolio management software.
- HQ
- Sydney, New South Wales
Complii Fintech Solutions Ltd Questions
Complii Fintech Solutions Ltd's helpline number is 0488 327 688
Complii Fintech Solutions Ltd's website is complii.com.au
Complii Fintech Solutions Ltd's LinkedIn profile is https://au.linkedin.com/company/complii-pty-ltd
Complii Fintech Solutions Ltd has
32 employees.
View email and phone details for 32
employees at Complii Fintech Solutions Ltd.
Complii Fintech Solutions Ltd's industry is
Software Development
Complii Fintech Solutions Ltd's top competitors are
Wable,
Trade For Good,
Registry Direct,
Fintech Services Australia,
Primarymarkets,
Capital Haus Group,
Rippling,
Renaissance Wealth Advisors,
Legend Digital,
Liquidise.
Complii Fintech Solutions Ltd's support email address is info@complii.com.au
Complii Fintech Solutions Ltd's categories are Software Development
Complii Fintech Solutions Ltd's founding year is 2010
