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What is Complii?

Complii is an innovative web-based compliance platform designed to automate the management, verification, and execution of compliance duties, thereby protecting AFSLs, stockbrokers, advisors, and their clientele. This cutting-edge software eliminates the need for traditional paper processes by creating a secure digital space specifically designed to fulfill the compliance requirements of AFS Licensees and brokers. By automating essential operations such as the generation of ROAs and SOAs according to client profiles, keeping track of a 708 expiry register, and producing FOFA FDS letters, Complii markedly enhances the efficiency of the compliance workflow. Moreover, it supports electronic opt-ins, facilitates updates to online client profiles, manages disclosures, maintains breach registers, and helps in establishing Chinese walls for internal compliance measures. Complii further improves advisory practices by providing a thorough organizational overview of all pending tasks that necessitate advice or action. The platform also includes a digital document storage solution, enabling users to systematically organize their documents within a secure online framework. In summary, Complii transforms compliance management by consolidating diverse functionalities into one intuitive platform, thereby significantly improving operational efficiency for its users. This holistic approach not only simplifies compliance tasks but also enhances overall productivity for financial advisors and their teams.

What is Altitude CRM?

Altitude CRM stands out as a cutting-edge platform powered by artificial intelligence, tailored specifically for financial advisors aiming to optimize client management, marketing strategies, and overall business expansion within a cohesive framework. This all-encompassing solution integrates customer relationship management, marketing automation, and practice management into an intelligent interface that facilitates seamless operations. Advisors can effectively track client interactions, automate follow-ups, and manage their sales pipelines through the innovative Pathfinder AI. The platform's essential features include robust contact management, opportunity tracking, customizable workflows, and seamless integration with calendars and email systems, alongside comprehensive reporting and compliance tools. By adopting Altitude, financial firms can improve service consistency, enhance operational efficiency, and uncover hidden growth prospects within their data. Furthermore, the platform provides secure document storage, integrated analytics, and sophisticated automation features, thereby transforming how advisors manage their responsibilities, interact with clients, and grow their businesses, resulting in a significantly more efficient and productive work environment. This holistic approach empowers advisors to focus on what truly matters—their clients and their financial success.

Media

Media

Integrations Supported

Microsoft 365

Integrations Supported

Microsoft 365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$79/user/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Complii

Company Location

Australia

Company Website

www.complii.com.au

Company Facts

Organization Name

Altitude CRM

Date Founded

2025

Company Location

United States

Company Website

gainaltitude.ai/

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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