Welcome to Complii Automation Innovation.
Complii is a 100% 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 Advisor Bid and Corporate Word, 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.
Complii’s has recently launched the online client portfolio portal. Your will be able 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.
Complii's latest addition to its range of products is Complii’s Account Fast. You can now establish a fully compliant client account through Account Fast’s quick and paperless solution. This allows instant engagement with the client whilst you are with them no matter where you are. Entertaining or any event becomes your virtual office. With a quick snapshot of the client’s ID and credit card, the client can be transacting in minutes.
With the benefit of a rapid development cycle for system enhancements, functional changes are delivered in hours or days rather than weeks or months.