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
No
API Access
Has API
No
Integrations
Emailable
No
Facebook
No
Formstack
No
Formstack Documents
No
Google Analytics
No
Google Sheets
No
Mailchimp
No
Maintenance Care
No
Make
No
MindCloud
No
Integrations
Emailable
Yes
Facebook
Yes
Formstack
Yes
Formstack Documents
Yes
Google Analytics
Yes
Google Sheets
Yes
Mailchimp
Yes
Maintenance Care
Yes
Make
Yes
MindCloud
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$33 per month
Free Trial
Yes
Free Version
Yes
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
No
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
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
Assessment
Certification Management
No
Individualized Assessments
Yes
Multi-User Collaboration
Yes
Proctoring
No
Scoring
Yes
Skill Testing
Yes
Surveys
Yes
Test / Quiz Creation
Yes
Lead Generation
Contact Discovery
Yes
Contact Import/Export
No
Lead Capture
Yes
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
Yes
Prospecting Tools
No
Visitor Identification
No
Pre-employment Testing
Aptitude Testing
Yes
Candidate Comparison
Yes
Candidate Management
Yes
Customizable Tests
Yes
Online Testing
Yes
Personality Testing
Yes
Pre-made Test Library
No
Real Time Reporting
Yes
Skill Testing
Yes
Test Authoring
No
Workflow Management
No
Survey
Custom Survey URLs
Yes
Data Analysis Tools
Yes
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
Yes
Paper Survey
No
Question Branching
Yes
Question Library
Yes
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
Yes
Training
Academic / Education
Yes
Asynchronous Learning
No
Blended Learning
Yes
Built-In Course Authoring
No
Built-in LMS
No
Certification Management
Yes
Corporate / Business
No
Learner Portal
No
Mobile Learning
Yes
Simulation
No
Synchronous Learning
No
Training Companies
Yes
eCommerce
No