
Please try another search
Complii FinTech Solutions Ltd operates an integrated corporate and adviser management platform for the financial services sector in Australia, the Philippines, 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 Australian financial services license (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; Rebalancer, an intuitive workflow to rebalance client portfolios, actively monitor drift and generate client reports; 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 manages Caddie for the management of adviser and CPD obligations; PRIMARYMARKETS.com, a capital raising platform for unlisted companies and funds; and MIntegrity for operational and regulatory risk consulting. The company is based in Sydney, Australia.
Name | Age | Since | Title |
---|---|---|---|
Craig Mason | - | 2020 | Executive Chairman |
Alison Sarich | - | - | MD & Executive Director |
Maxwell James Ronald Green | - | - | Chairman of PrimaryMarkets |
Gregory Gaunt | - | - | Independent Non-Executive Director |
Nicholas John Blair Prosser | 46 | - | Non-Independent Non-Executive Director |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review