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Average Ratings 25 Ratings

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features
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support

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 

Screenshots View All

Screenshots View All

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 
NeverBounce No 
Stripe No 
Vtiger Help Desk No 
Wufoo No 
Zapier 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 
NeverBounce Yes 
Stripe Yes 
Vtiger Help Desk Yes 
Wufoo Yes 
Zapier 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 

Alternatives

Alternatives

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