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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

Enlighta offers a comprehensive SRM & TPRM platform that provides data-driven insights to aid in strategic planning and informed decision-making. Users can customize their landing page and dashboards to monitor various aspects such as Risk, Compliance, Spend, Forecasts, Scorecards, Service Levels, and additional metrics. The platform features a Document Library and Smart Search functionality, eliminating the need to sift through contract documents and amendments to find essential details like current pricing, SLAs, renewal dates, key terms, and deliverables. Enlighta streamlines access to this vital information through a secure, role-based web solution, ensuring that users can efficiently locate and search for current data. The platform also includes automated reminders and expiry notifications, enhancing the management of contracts. Users can easily set up contract data extraction by following a straightforward four-step process: establish extraction rules, preview and adjust as necessary, automate the extraction of critical terms, dates, and obligations, and link the extracted content back to the relevant document sections. This ensures quick and easy access to important information and ongoing activities. It serves as a single source of truth for a diverse range of users, including Executives, Vendor Managers, Business Managers, Finance Managers, Contract Managers, Risk and Compliance Managers, and Supplier Users, all of whom benefit from its streamlined processes and comprehensive data management capabilities. Additionally, the platform's user-friendly interface fosters collaboration and improves overall efficiency across teams.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Complii

Country

Australia

Website

www.complii.com.au

Vendor Details

Company Name

Enlighta

Founded

2002

Country

United States

Website

www.enlighta.com

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Product Features

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature No 
Full Text Search Yes 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) Yes 
Specialty Contracts No 
Version Control Yes 
Workflow Management Yes 

Vendor Management

Audit Management No 
Contact Management No 
Customer Database No 
Self Service Portal Yes 
Supplier Master Data No 
Transaction History Yes 
Vendor Maintained Profiles No 
Vendor Managed Inventory No 
Vendor Performance Rating No 
Vendor Qualification Tracking No 

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