Built for Australian advice practices
Connect the client data you already collect to the advice document you have to produce — so the work in between stops being manual.
The bottleneck was never the advice
It’s everything around it — chasing the data, rekeying it, and starting the document from a blank page.
Chasing the data
You ask again. The review waits.
Rekeying
The same figure, typed into the form, the document, and XPLAN.
The blank page
The typing is the job.
Our solutions
Client data
The client fills it in. Once.
A practice-branded portal your clients actually complete — before the meeting, on their own time. Build it from ready-made sections, or have your existing fact find rebuilt exactly as it is.
Meetings
Meeting notes that land somewhere.
Notes from a client meeting go straight into the fact find — not into another document someone has to transcribe later.
Integration
Two-way XPLAN. Not just export.
Read the client record in, push the reviewed changes back out — field by field, with the adviser deciding what goes. See exactly what will change before anything is written. Nothing reaches XPLAN without an explicit decision.
Advice drafting
The blank page is the expensive part.
Flexibox drafts the Record of Advice from the client’s own data — their situation, their goals, the strategy you’ve chosen — worded from your practice’s own approved library. The adviser reviews, edits and approves every word. Built-in checks flag missing disclosures before you send.
The record
One client record. Every version of it.
A client’s record grows: a review this year, a trust conversation last year, an insurance summary somewhere in between. The question that matters later is which of those a piece of advice came from.
Each version stays
The earlier fact find keeps what it held
Submitting builds a new record beside the one before it. The earlier fact find keeps the answers it had, and the time it was submitted.
What moved is marked
You see what changed since last time
Against the fact find before it, the fields that moved are marked for you on the record.
The advice carries its sources
A Record of Advice keeps its two parents
A Record of Advice keeps a line back to the fact find it was drawn from, and to the one it was compared against. At a file review that is the question being asked, and the answer sits on the record.
Read them against each other
Open two fact finds side by side
Open two fact finds side by side and read them against each other.
Control & compliance
The words are your practice’s own
A draft is only useful if it sounds like your practice and stands up to your licensee. Ours reproduces the wording your practice already approved.
Flexibox drafts from the client’s own fact find, their XPLAN record and the meeting — the same inputs you’d use yourself — and assembles it from your practice’s approved strategy library rather than inventing prose. The adviser reviews, edits and approves. That approval is what makes it advice.
Your practice’s wording
The draft is assembled from wording your practice has already approved.
What it will not write
A strategy you untick never reaches the draft, and no later stage can write it back in.
We measure our drafts against the Records of Advice our own practice has issued to real clients — not against a rubric we wrote ourselves.
Who builds this
Built by the people who had to use it
Flexibox is made by Purplebox, the technology team inside an Australian advice practice. It exists because the advisers next to us needed it before anyone else asked for it — and we set it up practice by practice, so another firm runs it as their own.
Security
- Encrypted in transit and at rest
- Multi-factor authentication on client and adviser sign-in
- Role-based access — drafts stay private until shared or submitted
- Australian data residency
- Advice records the fact finds behind it
From advisers using it
“Whilst the valuable and exciting part of being an advisor is supporting clients in reaching for their goals, the ability to support them is driven by the collection of accurate information. … Allowing clients to update us at their convenience prior to face to face catch ups, has brought extra value to our meetings. Now we can provide projections of client’s progress and be able to accurately model the impact of new goals or unforeseen expenses on their existing plans. It has also allowed us to come to a meeting with new strategy opportunities already formulated.”
Craig McKenzieFinancial Planner, WCH Investor ServicesWe set it up practice by practice.
Bring a fact find you already use and a client file you know well. You’ll see it run on your own material — and if it fits, we build the rest around how your practice actually works.