Our Products & Services

Complii

Web-based compliance solution, designed to automate, check and process compliance obligations and protect companies.

Complii is a web-based compliance solution, designed to automate, check and process compliance obligations and protect companies. It is a secure digital platform that removes the need for paper based compliance. Complii auto-generates and sends SOAs, ROAs, FSG etc when required based off client profiles and client orders.

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Complii
Complii Advisor Bid/Corporate Offer letters

Complii Advisor Bid/Corporate Offer letters

The capital raising System allows you to create and manage multiple deals at once, and allows advisors and/or clients to electronically live bid into deals.

Complii Corporate Bidding System was built to assist organisations in Corporate growth from bookbuilding, scalebacks, auto-generation of offer letters, electronic client acceptance, share allotment, reconciliation.

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Complii Client Portfolio Portal

View portfolio, ledgers, account balance, manage assets, update their client profile online, print end of financial year statements and contract notes, add stocks to watch lists and much more.

Complii Client Portfolio Portal allows your client to log on securely to view their portfolio, ledgers, account balance, manage assets, update their client profile online, print end of financial year statements and contract notes, add stocks to watch lists and much more. The system has a secure messaging system which allows communication with your advisor - This alleviates risk of email fraud.

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Complii Client Portfolio Portal
Account Fast

Account Fast

Complii Account Fast is a new account opening App which allows client accounts to be established on the go. You can now create a client account by using your mobile phone on the spot.

Complii Account Fast is a new account opening App which allows client accounts to be established on the go. If you are out of the office and with a potential client, you can now create a client account by using your mobile phone on the spot.

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ThinkCaddie

Caddie is a new platform that helps advisers and AFSLs meet their legislated CPD obligations by aggregating CPD content relevant to the finance industry.

Caddie is a new platform that helps advisers and AFSLs meet their legislated CPD obligations by aggregating CPD content relevant to the finance industry.

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ThinkCaddie
BOOM

BOOM

Boom is the industry's leading 24/7 online administration and paraplanning software.

With ever increasing compliance and administrative overheads in the financial planning industry, Boom will allow you to reduce costs, create unlimited scale and help you to focus on expanding your Practice.

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Shroogle

Enjoy 100% of commission cash back on new mortgages and refinancing. Visit www.shroogle.com.au to submit your application today.

Shroogle is changing the traditional mortgage model by giving back commissions to its customers and only charging a small admin fee.

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Shroogle