AUSIEX, Complii FinTech create adviser CRM

Australian Investment Exchange (AUSIEX) and Complii FinTech have partnered to develop and implement a new customer relationship management (CRM) tool for advisers that enhances compliance and reporting capabilities.

The partnership has seen AUSIEX commit to three years of services at a total commercial value of $1.5 million, after first joining together in 2020 to create several compliance modules for AUSIEX’s digital compliance capabilities.

The current tool, developed with and for advisers and backed by a structured compliance framework, both automates and digitises compliance, capital raising and operational functions for over 130 Australian financial services licence (AFSL) holders and organisations.

It provides a “single source of truth” that encompasses all client profile and related ASX trade data, ensuring the end consumer remains aware and in control of their data and decisions made around it.

“We are delighted that AUSIEX have chosen to extend their relationship with Complii and expand our partnership to continue developing high quality, new generation financial technology solutions for the Australian market,” Alison Sarich, Complii’s Managing Director, said.

“This is another major step forward for Complii and its growth strategy and we believe the recognition of the extent and depth of our strong Fintech solutions,” Complii’s Executive Chairman, Craig Mason, said.

“This further asserts our position in the market as a leading fintech compliance and operational efficiency provider in Australia.”