Complii’s Advisor Bid allows corporate deals to be distributed to advisors to bid on the deal. Successful bids can be automatically sent to clients who have the option to electronically accept the deal. Client profiles are also taken from Complii compliance software and applied to corporate deals. Complii Advisor Bid and auto-offer letter generation will save hours, days and even weeks of administration work and corporate paperwork organisation.
The newest enhancement of Complii’s Corporate Bidding system is The Corporate Highway.
This feature gives existing Complii Users the opportunity to invite any broker in the Complii Community to participate in their Corporate deal. You can choose to offer the deal to any number of brokers using the system. Upon a successful bid, the deal will then automatically open in the invited brokers bidding system, to offer to their own clients. It is essentially an opportunity for Complii licensees to establish new relationships within the Complii network that currently don't exist.
***It is important to note that by using the Corporate highway, NONE of your client accounts will be accessed by any broker in the system, only a broker account representing your firm will be visible the brokers in the system***