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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

Zefort is an advanced platform for contract management that utilizes AI to ensure consistent oversight of contracts in intricate scenarios. It provides valuable assistance to legal, compliance, procurement, finance, and business teams by maintaining contracts in a manner that is clear, searchable, organized, and manageable long after they have been signed. The AI capabilities of Zefort enhance the handling of contracts within extensive and complicated archives, where precision, dependability, oversight, and governance are crucial. This platform enables teams to pinpoint essential contract details, maintain visibility of obligations, swiftly locate information, and handle follow-ups efficiently as the volume of contract data increases. Rather than viewing contract management merely as a means of storing documents, Zefort leverages AI throughout the entire lifecycle of contracts to enhance structure, visibility, monitoring, compliance, and daily contract-related tasks. Users benefit from the ability to centralize all executed contracts, conduct searches across various agreements, automate monotonous metadata tasks, and easily identify key aspects such as suppliers, important dates, contract values, obligations, and significant terms, ultimately streamlining their workflows. Additionally, Zefort's comprehensive approach allows for improved collaboration among teams, as they can easily access and share contract information, ensuring that everyone stays aligned and informed.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Docusign No 
GetAccept No 
HelloWorks No 
HubSpot CRM No 
Microsoft Azure No 
Microsoft SharePoint No 
OpenAI No 
Salesforce No 
Scrive No 
Sympa No 
Telia CDN No 
Visma Sign No 
Zapier No 
airSlate SignNow No 

Integrations

Docusign Yes 
GetAccept Yes 
HelloWorks Yes 
HubSpot CRM Yes 
Microsoft Azure Yes 
Microsoft SharePoint Yes 
OpenAI Yes 
Salesforce Yes 
Scrive Yes 
Sympa Yes 
Telia CDN Yes 
Visma Sign Yes 
Zapier Yes 
airSlate SignNow Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

€995 per month
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 No 
Live Rep (24/7) No 
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

Zefort

Founded

2017

Country

Finland

Website

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

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

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