Company Profile
Complii FinTech Solutions Ltd operates an integrated corporate and adviser management platform for the financial services sector in Australia, the Philippines, and internationally. It operates Account Fast that enables new adviser client establishment for online service management.
Its portfolio also includes Boom, a back office online management for online client account administration and paraplanning, Adviser Bid, which enables automated distribution and acceptance of corporate deals, Complaints that manages resolution, notify, and alert for mandatory obligation deadlines, Compliance that fulfills all transactionally related Australian financial services license (AFSL) requirements, Corporate Highway Access for corporate deal flow and liquidity within the Complii Community, Financial Crimes that enables alert to suspicious trading and screen clients/investors, Rebalancer, an intuitive workflow to rebalance client portfolios, actively monitor drift and generate client reports, Online portfolio is the portal for Adviser's clients to access information and download forms, Risk Management to identify, manage, and control risks across an organization, and Staff Trading to manage, check, and reconcile pre-order staff trading requests.
The company manages Caddie for the management of adviser and CPD obligations. Its portfolio also includes PRIMARYMARKETS.com, a capital raising platform for unlisted companies and funds, and MIntegrity for operational and regulatory risk consulting. The company is based in Sydney, Australia.