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Complii FinTech Solutions Ltd, together with its subsidiaries, operates integrated corporate and adviser management platform for financial services sector in Australia and internationally. It operates Account Fast that enables new adviser client establishment for online service management; Boom, a back office online management for online client account administration and paraplanning; Adviser Bid, which enables automated distribution and acceptance of corporate deals; Complaints that manages resolution, notify, and alert for mandatory obligation deadlines; Compliance that fulfills all transactionally related AFSL requirements; Corporate Highway Access for corporate deal flow and liquidity within the Complii Community; Financial Crimes that enables alert to suspicious trading and screen clients/investors; Online portfolio is the portal for Adviser's clients to access information and download forms; Risk Management to identify, manage, and control risks across an organization; and Staff Trading to manage, check, and reconcile pre-order staff trading requests. The company also operates Caddie that provides mandatory training to enable AFSL client firms and their registered users, as well as their registered clients and individuals to satisfy and maintain their individual required professional accreditations; registry direct that provides an online shareholder registry and communications service for issuers and investors for listed and unlisted corporations and funds, as well as corporate employee share schemes management services; and PRIMARYMARKETS.com, a capital raising and online trading platform for securities in unlisted companies and funds. Complii FinTech Solutions Ltd is headquartered in Sydney, Australia.
Name | Age | Since | Title |
---|---|---|---|
Craig Mason | - | 2020 | Executive Chairman |
Nicholas John Blair Prosser | 45 | - | Non-Executive Director |
Gregory Gaunt | - | - | Non-Executive Director |
Alison Sarich | - | - | MD & Executive Director |
Maxwell James Ronald Green | - | - | Chairman of PrimaryMarkets |
Ian Steuart Roe | 56 | 2022 | Executive Director |
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