From fact find to
Record of Advice
The work in between, done in one place. Flexibox connects the client information you already collect to the document you have to produce.
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.
2–4 hrs
Chasing fact find data
35%
Time on back-office tasks
<20%
Time actually with clients
50%
Time on client activities
Source: Kitces — How Do Financial Advisors Spend Time · FPA White Paper
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. A 15-section fact find with 184 questions, 20 financial modules, or 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.
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.
52
Blocks of your practice’s own approved strategy wording
21
Real client cases validated against — 20 including the ROA actually issued
We measure our drafts against the Records of Advice our own practice has issued to real clients — not against a rubric we wrote ourselves.
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 ServicesWho builds this
Built inside a licensed advice practice
Flexibox is made by Purplebox, the technology arm of an Australian advice practice. Every tool here exists because our own advisers needed it first.
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
- Full audit trail on every submission
See it on your own
fact find
The fastest way to understand Flexibox is to watch it run on a form you already use.