Boosting customer engagement with automation

Complii’s web-based compliance solution allows you to automate, check and process compliance obligations and protect AFSL’s, stockbrokers, advisors and clients. Complii’s Client Portfolio Portal allows your clients to login online, view and update their risk profiles, run and print statements, contract notes, securely contact their advisor (no more email fraud!), track stock performance with live pricing and much more. For more information on how Complii can help you automate your processes and boost customer engagement, visit : AFSL Compliance

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