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

Iress Xplan

Flexibox is listed in the Iress Xplan integrations directory as a standard integration. An Xplan site administrator switches it on from Site Settings, under Iress Open.

Visit flexibox.com.au  →

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
Client access in their own time
Referral partner platform

In their words

“Allowing clients to update us at their convenience prior to face to face catch ups, has brought extra value to our meetings. … my.solutions has enabled me to spend more quality time with our clients.”

Craig McKenzie  ·  Financial Planner, West Carr & Harvey

More about my.solutions

Where we are

Geelong, Victoria

[email protected]

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.

Go to flexibox.com.au  →