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About

Digitize document processing and optimize client management so that you can focus on consulting activities. Effortless accounting, cooperate with your advisor so that you can concentrate on your core business. Accounto drastically simplifies the cooperation between SMEs and trust companies. SMEs upload their receipts to Accounto. The sent documents are automatically classified and assigned. Both SMEs and advisors have access to the documents at any time and can work together intuitively and optimally via our platform, where everything is stored audit-proof. With our innovative software products, we reduce complexity and introduce the fiduciary industry into the digital age. We make existing processes more effective and efficient and simplify cooperation. This makes advisors fit for the future and allows SMEs to focus on their core business. Administration done instantly, with automatic recognition of all documents.

About

Web-based compliance solution, designed to automate, check and process compliance obligations and protect AFSL's, Stockbrokers, Advisors and clients. Complii compliance software. What does Complii do? Complii is a secure digital platform that removes the need for paper based compliance. This customizable software has been designed to automate, record and report on an AFS Licensee's and Brokers compliance obligations. Complii automates functions such as sending ROA's/SOA's emails based off client profiles, 708 8 expiry register, FOFA FDS letter auto-generation and electronic opt-in, online client profiles updates, disclosures, breach register, Chinese walls, internal compliance and much more. Outstanding Advice. Complii can be on an advisors desktop, and/or provide a holistic organisations view to compliance of all outstanding orders requiring advice and action to be taken. Digital Document Storage. Complii provides a digital document storage solution. All documentation

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and enterprises looking for a solution to simplify the cooperation between SMEs and trust companies

Audience

Companies that need a web-based compliance solution, designed to automate, check and process compliance obligations and protect companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Accounto
Switzerland
accounto.ch/en/

Company Information

Complii
Australia
www.complii.com.au

Alternatives

Alternatives

Luthor

Luthor

Luthor.ai
d.velop sign

d.velop sign

d.velop AG
Orion

Orion

Orion Advisor Technology

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Accounto and update features and information
Claim Accounto and update features and information
Claim Complii and update features and information
Claim Complii and update features and information