Purplebox — Geelong, Australia
We build the technology
behind financial advice
Purplebox is the technology arm of an Australian financial advice practice. We write software for the work our own advisers do every day.
What we make
Our product
Flexibox Solutions
Advice software for Australian practices — from the fact find your clients complete, through the meeting and the XPLAN record, to the Record of Advice itself.
Practice-branded fact finds
Two-way XPLAN integration
Record of Advice drafting
Also from us
my.solutions
A client engagement platform for practices that want clients to see their progress between reviews, and for referral partners to track the clients they send you.
Client journey & goals tracking
24/7 client access
Referral partner platform
Where we are
Geelong, Victoria
We run regular webinars online — and if you’re local, let’s grab a coffee.
Looking for
Flexibox?
The product, the features and how it works all live on the Flexibox site.