Our Products

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. Complii 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

Advisor Bid allows corporate deals to be distributed to advisors to bid on the deal.

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

Allow accounts to be established on the go

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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