The core of your financial compliance

All Your Compliance Ops. In One Place.

One platform to onboard clients, verify identities, and manage ASIC-compliant files without juggling multiple tools.
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The Platform
Financial advice firms lose precious hours toggling between identity checks, fact-find templates, and document repositories. Obliq centralises client onboarding, KYC verification, and compliance workflows in one seamless dashboard so your team can focus on advising, not admin.
All-in-One. Truly.
Digital Onboarding
Send clients a secure link to complete identity verification, fact finds, and risk profiles. All tracked in real time.
Automated Compliance Workflows
Configure rules for 708 status checks, policy triggers, and audit logs to run automatically no manual spreadsheets needed.
Secure Document Vault
Store Statements of Advice, ASIC reports, and KYC files in an encrypted, audit-ready repository accessible to advisers and licencees anytime.
Welcome to Obliq

Compliance Simplified Through Innovation

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Speed up onboarding by 60 %
Eliminate manual compliance gaps
Built for advisers, licencees, and wealth managers
Pricing

Simple, Unified Pricing for Smarter Workflows

Choose the plan that fits your team’s needs
Basic
$200
per month
Includes 1 additional team member, up to 10 clients
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Pro
Most Popular
$1000
per month
Includes 5 team members, up to 100 clients.
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Enterprise
$5000
per month
Includes up to 10 team members, and 1000 clients.
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FAQ

All You Need to Know

Quick answers to help you get the most out of your unified workspace
What is Obliq, and how does it help my advisory firm?

Obliq is a compliance-first CRM that automates client onboarding, identity verification, and ASIC-compliant document storage, saving advisers hours of manual work every week.

How secure is my client data on Obliq?

All data is encrypted at rest and in transit. We follow SOC 2 Type II protocols, employ AES-256 encryption, and undergo quarterly security audits.

Do I need engineering resources to set up Obliq?

No. Our guided setup wizard walks you through onboarding in minutes. For advanced API or bespoke branding, our team is available to assist.

Can Obliq scale as my firm grows?

Absolutely. From Starter right up to Enterprise, Obliq’s per-client pricing and API-first design let you add users, workflows, and integrations as you expand.

What kind of support does Obliq offer?

Starter plans include email support. Professional plans receive email and live chat. Enterprise customers get a dedicated onboarding specialist and 24/7 SLA support.

All-in-One

One Platform.
Endless Compliance Clarity.

Bring your onboarding, KYC, and audit reporting into one unified workspace.
Automate workflows, maintain audit trails, and keep everyone aligned.
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