my.solutions — from Purplebox
A place your clients can
see their own progress
A client engagement platform for advice practices: their own portal for goals, strategies and meeting presentations — and, on your side, a way to track every client and every referral partner in one place.
What it does
For your clients
A portal of their own
Clients get their own space, open to them whenever they want it — not only in the week around a review.
For your practice
See where every client is up to
Track each client through your advice process, so nobody sits waiting in a step nobody owns.
For your partners
Referral partners on one platform
Accountants, planners and mortgage brokers get a shared place to send work and follow what happened to it.
For your events
Invitations without the chase
Send invitations as a team, collect replies automatically, and read attendance afterwards without building a spreadsheet.
In their words
Last minute invite and tracking RSVP’s can be an event managers nightmare! Luckily my.solutions removes that stress. It gives me easy to manage invitations (that the whole team can send), automated replies and easy to read reporting for RSVP’s and post-event attendance.
PaulaMarketing Manager, Income SolutionsWant a look?
We would rather walk you through it on your own process than talk about it. Our advice software, Flexibox, lives at flexibox.com.au.