Priced to Scale

Even Goldilocks found one that felt just right.

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No contract

Take a peek at the jobs available and engage off platform

Have a guilt free look around

Access to the Job Board (*but cannot apply to postings)

Profile included in the Specialist Marketplace

Task management

Billed annually, 12 month contract

Get found, get hired, get paid with automated billing

Everything to get you started

Automated billing

Distinguished vendor profile in the Specialist Marketplace

Project management

Access to client compliance program management tools

Minimum, one-time setup fee

Bulk client management solutions for your consulting practice

Best Value

Everything in All Access, plus

Preferred vendor profile in the Specialist Marketplace

Preferential pricing of bespoke plans for your clients

Template tasks, policies, reviews, risks, and forms

Custom client resources portal

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.
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.
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.