Flexibox

Digitise your client fact find

Why Flexibox?

Easy to configure and tailor Flexibox to your existing fact find and integrated with the best planning tools.

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Customisable Fact Find

Flexibox can be tailored to match your existing fact fact find, or choose from our library of available question sets.

Goals and Needs Analysis

Know your client.  Gather insights into client needs, objectives and financial situation prior to your initial meeting.

Client Portal

No more waiting for weeks for paper!  – collaborate with your clients in real-time with fast fact find completion.

XPLAN Live Integration

Seamless 2-way data sync between your fact finds and XPLAN.

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PDF to XPLAN Notes

Single click – convert to PDF and send to XPLAN notes.

RegTech Compliance

Full audit trail and submission log and audit tools.

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Secure Portal

Encrypted authentication and secure data teirs, secure client portal sign in. 

Connect Digitally

Connect and engage your clients in a 24/7 digital space

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Electronic Signing

Clients can electronically sign all of their forms and digital fact find submissions. 

Flexibox

Flexibox – Fact Finds eliminate handwriting, and enable your customers to quickly and easily provide all of their data.

Clients enter their information directly into your tailored portal, review, approve and send off to your core planning tool.

One Click – data transfer between customer forms. Eliminate rekeying!

The Flexibox Process

Get Started

We’d love to meet you, understand your practice and get to know you better.   We run regular webinars online, or if you’re local – lets grab a coffee!

(03) 4206 0055

ABN: 19 402 402 569

Level B 153 Mercer Street Geelong VIC 3220 Australia. (03) 4206 0055