Gain lucrative capital raising returns and secure more comprehensive deal flows

  • Reap higher funds through broader corporate deal flows and liquidity within the Complii community.
  • Leverage automated solutions to enjoy automated distribution and acceptance of corporate deals.
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Gain higher capital raise and broader deal management with quicker results and full compliance

Unique integration of lead generation and compliance for greater capital raising and deal flow

Laser focused on closing private placements and getting wider access to corporate deals

Access unlisted share trading that is low-cost and fully compliant through a trusted broker

Exclusive investor relations with compliant registry and sophisticated communication tools

Ensure

An error-free and thorough inspection to meet all facets of AFSL compliance

  • Full transparency of broker and issuer visibility
  • AFSL mandated audit trail that minimises risks of error or deliberate non-compliance.
  • Deal exposure is limited to appropriate targets, with no risk of exposure to confidential client account data beyond those represented by subscribing firms.

Enable

Boost productivity by focusing on high-value deliverables without compromising time and quality

  • Automatic online distribution of offers and acceptance of bids by clients.
  • Promote client details more efficiently.
  • Time-efficient access for brokers to review a greater flow of investment opportunities.

Empower

Equip your workforce with the confidence and credibility to deliver high-quality services to clients with greater satisfaction. 

  • Maximise exposure of Corporate IPO and capital raising deals amongst their online network.
  • Gain access to corporate deal flow and liquidity within the Complii Community, for better corporate deal book running delivery.

Modules

Adviser Bid

Effortlessly distribute and accept corporate deals with our automated system. Manage multiple deals simultaneously, enable live bidding, apply electronic scalebacks, generate and send offer letters, and allocate shares with ease.

Corporate Highway

Empower your access to corporate deal flow and liquidity with our Corporate Highway. Increase deal success through distribution to a larger pool of investors, maintain an independent and compliant process, and broaden your deal flow with ease.

"Under a single subscription arrangement and access portal, the integrated breadth of Complii Group’s broker enabling software capabilities now represents a signficant elevation in the efficiency, transparency and dependability of AFSL holders"

Craig Mason
Executive Chairman
Complii FinTech Solutions

Our Milestones

Capital Raised

(since launch through Adviser Bid)

$ 0 BN

Deals Executed

(via Adviser Bid)

0

Registered dealers

(on corporate highway)

0 +

Corporate Highway

More deal flow - Better targets

  • Deal used to only be allocated to firm’s dealers
  • Whole Complii network can access deal now
  • Deals can be sent directly to the community of advisers

Adviser Bid

Automated distribution and acceptance of corporate deals
Successful bids can be automatically sent to clients, with the option to electronically accept:

  • Term Sheet Builder
  • Electronic and real time adviser bidding/client bidding
  • Facilitates two tranche deals, options, convertible and multiple component deals
  • Automated scale backs including prorated calculations
  • 708 10 experienced investor electronic declarations and branch manager approval
  • Automated offer letter generation
  • Electronic client acceptance
  • Electronic institutional DVP card form
  • Bookings and journal template auto-generation
  • Registry template auto-generation
  • Access to exclusive broker deals through Complii’s Corporate Highway

Watch our 2-minute introduction to Adviser Bid

Get a first hand experience of Complii

Book a demo with us and explore how Complii can help you improve deal flow and obtain better returns.