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Transparent Pricing
Pay for the features you want and the users you need. Simple.
(Like how we make compliance.)
Everything to get you started
Compliance Calendar
Task Management
Policies and Procedures
Risk Register
Specialist Marketplace
Concierge Onboarding
2 Users ($15/month per
additional user)
Everything in Starter, plus
Internal Reviews
Audit Management
Auditor Portal
3 Users ($15/month per
additional user)
Everything in Teams, plus
Forms (Attestations, Logs, and
Pre-approvals)
5 Users ($15/month per
additional user)
*All plans come with a 60 day money back guarantee.
That’s how confidently we can get your compliance program up and running.
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How many clients do I need to be a part of the Partner Program?There's no minimum client requirement. However, given it is a bulk client management tool, at least two or more clients are needed to see real value in the product. (And get the most bang for buck!) Additionally, consultants do receive better discounted pricing and more plan customizations are offered to those who onboard 25+ clients versus someone who onboards three.
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What's your 60 day money back guarantee?Sorry, this guarantee is only offered to our investment advisers who come through us directly (not through a specialist). We aim to please though, so if you're unhappy with the service, please reach out to us at help@complect.com and let us know how we can turn that frown upside down.
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How is the set up fee determined?Our setup fee is the technology costs borne by us to set up your customized package of plans and pricing to offer your clients. So, it is largely dependent on how bespoke your requests are and how many clients you will be onboarding with us.
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