ComplyX, by way of introduction, is a provider of back-office support services to financial services companies in Australia and has very distinct service offerings which include paraplanning by onshore Australian paraplanners and offshore paraplanners in Cebu, Philippines – (separate from each other), administrative support, CommPay support and compliance consulting. The Onshore operations are separate to offshore. We have two operating entities for this purpose and any Australian clients using our onshore service only deal with Australian paraplanners and no data ever travels through any offshore channels, unless of course our clients opt to use both onshore/offshore. We established both offerings as we found that some clients wanted access to either one or both. What our clients have found is that the perfect outsourced model is a combination of offshore/onshore resourcing.
Our Paraplanners in Australia are located in Sydney, Melbourne and Brisbane.
ComplyX has positioned itself as the only outsourced paraplanning company that is both offshore and onshore. With strategic alliances to compliance and technology businesses, we are well positioned to become the largest outsourced paraplanning business in Australia. We are well known for delivering complex, high quality statements of advice. We have regularly been selected to run large transitional programs which are high volume, complex advice documents where turnaround times, quality and scale are all tested.