Digitise your client data discovery process – tailored to your practice.
Flexibox can be tailored to match your existing fact fact find, or choose from our library of available question sets
Digital Data Collection
Digitize your Fact Find. Your customers enter their information directly into Flexibox, approve, save, send >>
No more waiting for weeks on that snail mail – fetch your fact find data fast.
Flow and API Integrations
“One-Click” follow of data between your client form templates. Eliminate rekeying into your essential planning tools.
Deploy pre-appointment questionnaires to your prospective clients, gather insights into their needs, objectives and financial situation prior to your initial meeting
Reduce the burden
Reduce the burden on your clients – scale your data collection requirements inline with your client engagement processes by only asking for information when it’s required.
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