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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

Sombra turns a client meeting into an adviser-ready file note, then carries that note into the work that follows: a living client record, the relationships that need attention, and follow-through that keeps its context. Built for Australian financial advice firms and designed for AFSL compliance, it multiplies a team rather than replacing one. Sombra suggests, structures and prioritises; the adviser reviews, accepts and decides. A growing set of specialist AI teams runs alongside, with Regulatory Watch live today. Australian-hosted; your data is never used to train AI models. Start with three free file notes, no card required.

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

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

Audience

Australian financial advice firms: advisers, principals and firm owners, paraplanners, and compliance teams.

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$49 AUD/month
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

Complii
Australia
www.complii.com.au

Company Information

Sombra
Founded: 2023
Australia
getsombra.com

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Categories

Categories

Integrations

No info available.

Integrations

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