Complii FinTech Solutions Ltd and Australian Investment Exchange Announces Partnership to Develop Adviser CRM Tool
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.