Worry-Free Support

Endless installation. Confusing features. No help in sight.

It’s no wonder software rollouts get a bad rap. After all, they can be a notorious pain in the you-know-what and can cost you up to 50% of your annual subscription cost.

Fortunately with Complí Portfolio™, we’ve got your back.

Unlike some of those other guys, cloud-based Portfolio™ deploys quickly and easily, and our seasoned Professional Services team supports you every step of the way.

Fast Rollout

Three-months, six-months, twelve-months – traditional software rollouts can drag on and on. Not with Portfolio™. Since Portfolio™ is based in the cloud, there’s no software to install, so your system is up and running within weeks, not months.

Built to connect, Portfolio™ automatically imports data from your legacy systems including LMS, Payroll, HRIS, Case Management and others. For you, this means no hours wasted uploading data and no days-on-end spent working with IT.

Reach us at any time. We’re here to help.

Phone: 877.522.4276


Customized Training and Integration

While Portfolio™ has won awards for its intuitive, user-friendly design, we know learning a new system means you have questions. That’s why as part of your Portfolio™ purchase you will receive up to 48 hours of free access to our dedicated Professional Services team.

Whether you’re looking for help creating a simple form, or want assistance customizing Portfolio™ to your unique organizational structure or Industry-specific needs, more than 30 years of combined experience deploying compliance solutions means our Professional Services team has the expertise to support your needs both today, and tomorrow.

Accountability and Transparency

In today’s 24/7 world, downtime is no longer an option. That’s why we provide our customers with complete transparency into Portfolio’s™ system status. You can view our status at any time at trust.compli.com.

The rollout process was actually much easier than I expected.  The trainer was excellent and accomplished more than we asked and was very flexible with the amount of time for us.

Maria L. Paine - VP of HR, 270 Employees

inspire confidence

This is our promise to every organization we serve.


brains & brawn

Complí's network of partners makes it easy to stay informed.


Design Workflows In Seconds
Our award-winning drag and drop functionality makes even the most difficult processes achievable. If you can envision it, Portfolio™ can create it .

Product Editions
With Compliance Obligation Management, one size does not fit all. See what we can do for you.