Average Ratings 0 Ratings
Average Ratings 25 Ratings
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
Pointerpro, is a software platform that allows you to create your own online assessments with personalized reports and auto-generated reports. It lets you turn your expertise into a tool that delivers customized advice at scale.
Discover why experts such as coaches, consultants, HR professionals, and marketers worldwide use Pointerpro for automated personalized advice delivery. Pointerpro is a great tool for automating your advisory business and generating leads.
Seeing is believing. Get a 7-day trial of Pointerpro with all functionality to see how automation can help you automate your advice delivery
API Access
Has API
API Access
Has API
Integrations
Emailable
Facebook
Formstack
Formstack Documents
Google Analytics
Google Sheets
Mailchimp
Maintenance Care
Make
MindCloud
Integrations
Emailable
Facebook
Formstack
Formstack Documents
Google Analytics
Google Sheets
Mailchimp
Maintenance Care
Make
MindCloud
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$33 per month
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
Pointerpro
Founded
2012
Country
Belgium
Website
pointerpro.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
Assessment
Certification Management
Individualized Assessments
Multi-User Collaboration
Proctoring
Scoring
Skill Testing
Surveys
Test / Quiz Creation
Lead Generation
Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification
Pre-employment Testing
Aptitude Testing
Candidate Comparison
Candidate Management
Customizable Tests
Online Testing
Personality Testing
Pre-made Test Library
Real Time Reporting
Skill Testing
Test Authoring
Workflow Management
Survey
Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video
Training
Academic / Education
Asynchronous Learning
Blended Learning
Built-In Course Authoring
Built-in LMS
Certification Management
Corporate / Business
Learner Portal
Mobile Learning
Simulation
Synchronous Learning
Training Companies
eCommerce