G2

Scott M.

Mid-Market (51-1000 emp.)

3/5/2023

"Fantastic solution for compliance and adviser management"

5/5

What do you like best about Complii?

Complii makes keeping track of corporate responsibilities, compliance and risk management simple. The modular structure makes it easy to add on the services we needed when we needed them. Complii offered exceptional support before and after we onboarded, and since we started using their platform we have been able to achieve significant operational efficiencies across the business, as well as being more confident we are mitigating risks and meeting all our compliance responsibilities. Review collected by and hosted on G2.com.

What do you dislike about Complii?

There is nothing we currently dislike about the product, but we are looking forward to some new features being added that will continue to deliver additional efficiencies to our business. Review collected by and hosted on G2.com.

What problems is Complii solving and how is that benefiting you?

Complii helps us organise and coordinate our risk management, adviser management and compliance responsibilities. Instead of relying on individuals who hold all the information we now have many staff with access to and knowledge about compliance responsibilities. This has reduced our key person risk, while also making it easier to meet our requirements. With inbuilt reminders and calendars we no longer worry about missing deadlines for our reporting and our advisers have access to everything they need to self serve as well. Review collected by and hosted on G2.com.