+
+

Related Products

  • FastBound
    24 Ratings
    Visit Website
  • Proton Drive
    3,602 Ratings
    Visit Website
  • Ethena
    131 Ratings
    Visit Website
  • Qualio
    919 Ratings
    Visit Website
  • Digital WarRoom
    55 Ratings
    Visit Website
  • Diplomat Managed File Transfer
    53 Ratings
    Visit Website
  • Native Teams
    632 Ratings
    Visit Website
  • ARGOS Identity
    8 Ratings
    Visit Website
  • Filejet
    52 Ratings
    Visit Website
  • Hyperproof
    350 Ratings
    Visit Website

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

About

Quantfolio is a modular, API-driven digital investment advisory platform and robo‑advisor engine built for banks, wealth managers, and fintechs. It centralizes and streamlines client onboarding, suitability and risk assessments, automated proposal and compliant documentation generation, and investment execution. The Investment Engine core allows firms to embed their philosophy into customizable flows, while the robo‑solution lets them deploy scalable, self‑service–style advice to retail or mass‑affluent segments. Its order‑execution module ensures a seamless journey from strategy to trade, and built‑in compliance-by-design protects against regulatory risk. With ESG integration, white‑label branding, and sustainability preferences embedded across workflows, Quantfolio enables institutions to deliver personalized, efficient, and compliant investment advice at scale.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Retail and institutional financial services firms searching for a tool to modernize, automate, and scale personalized, compliant investment workflows

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Free
Free Version Supported
Free Trial Not Supported

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

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Complii
Australia
www.complii.com.au

Company Information

Quantfolio
Founded: 2015
Norway
www.quantfol.io

Alternatives

Luthor

Luthor

Luthor.ai

Alternatives

Categories

Compliance Supported

Categories

Wealth Management Supported

Integrations

No info available.

Integrations

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