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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Complii is a web-based compliance solution that automates the processing, checking, and management of compliance responsibilities, safeguarding AFSLs, stockbrokers, advisors, and their clients. This innovative software platform eliminates the reliance on paper by providing a secure digital environment tailored to meet the compliance needs of AFS Licensees and brokers. By automating key tasks such as generating ROAs and SOAs based on client profiles, maintaining a 708 expiry register, and creating FOFA FDS letters, Complii streamlines the compliance process significantly. Furthermore, it facilitates electronic opt-ins, updates to online client profiles, disclosures, breach registers, and the establishment of Chinese walls for internal compliance. Complii also enhances advisory practices by offering a comprehensive organizational view of all pending orders that require advice or action. In addition, it features a digital document storage solution, allowing users to efficiently manage their documentation in a secure online environment. Overall, Complii revolutionizes compliance management by integrating various functions into a single, user-friendly platform.

Description

MinuteBox serves as a comprehensive cloud-based platform for managing legal entities and minute books, enabling organizations to consolidate their corporate records, automate compliance tracking, and simplify entity administration within a secure environment, allowing teams to effectively monitor filings, oversee corporate governance, and remain prepared for audits without the hassle of managing spreadsheets or disparate files. The platform regularly tracks legal entities, schedules, and compliance requirements, providing automated workflows for various essential tasks such as company formation, registration renewals, bulk document creation, ownership chart development, and compliance alerts, while ensuring that all minute books, ledgers, registers, and cap tables are consistently updated and readily accessible from any location, fortified by enterprise-level security and detailed permission settings. With MinuteBox’s intuitive centralized dashboard, global search capabilities, and calendar views, users gain immediate visibility into the status of entities and upcoming deadlines, enhanced by integrated features for document assembly, electronic signatures, and secure document sharing, maximizing efficiency throughout the administrative process. This innovative solution not only improves organizational compliance but also boosts productivity, empowering businesses to focus on their core objectives with peace of mind.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Sheets
JSON
Microsoft Excel
Microsoft Word
iManage

Integrations

Google Sheets
JSON
Microsoft Excel
Microsoft Word
iManage

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Complii

Country

Australia

Website

www.complii.com.au

Vendor Details

Company Name

MinuteBox

Country

Canada

Website

www.minutebox.com

Product 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

Product Features

Business Filing

Annual Reports
Business Licenses
Copyright
Corporate Dissolution
Corporation (C Corp)
Doing Business As (DBA)
Limited liability company (LLC)
Nonprofit
Operating Agreements
Patents
Registered Agent Services
S Corp
Sole Proprietorship
Trademark Registration

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Entity Management

Access Control
Compliance Management
Contract Management
Corporate Structure Management
Document Assembly
Due Date Tracking
Electronic Filing
Electronic Signature
Multi-Jurisdictional
Ownership Tracking
Records Tracking
Registered Agent Services Integration
Subsidiary Governance
Task Management

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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