Complii FinTech Solutions Ltd. will be implementing a new Customer Relationship Management (CRM) system for the Australian Investment Exchange (AUSIEX). This CRM system will connect to a new Adviser desktop application which will feature Complii's existing compliance and capital raising tools, plus enhanced CRM and reporting tools for AUSIEX's current and new Adviser clients. AUSIEX have committed to subscribe to the services for a
minimum period of 3 years with a total commercial value of $1.5 million, consisting of development costs and licence fees. This is a unique offering, constructed within a compliance framework and designed with and for Advisers to effectively service their customers. Compliance is at the core of this highly automated solution, thereby minimising user effort and administrative overhead. The solution will give current and future clients (Broker Dealer and AFSL groups) a single source of truth in a compliant framework encapsulating all client profile, compliance, capital raising, platform and ASX trade related data. This will ensure that end customers remain in charge of their data and decisions concerning it.