Digitise your client fact find
Easy to configure and tailor Flexibox to your existing fact find and integrated with the best planning tools.
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.
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.
PDF to XPLAN Notes
Single click – convert to PDF and send to XPLAN notes.
Full audit trail and submission log and audit tools.
Encrypted authentication and secure data teirs, secure client portal sign in.
Connect and engage your clients in a 24/7 digital space
Clients can electronically sign all of their forms and digital fact find submissions.
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
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
Level B 153 Mercer Street Geelong VIC 3220 Australia. (03) 4206 0055