Solution introduction
More Productivity, Less Admin
Service clients faster and easier as you streamline your administration with this intuitive cloud-based workflow and document management solution
Provide quality advice for a fraction of the cost
Provide quality financial advice quicker and more cost-effectively as FileBound enables your team to work faster and smarter. Easily build automated workflows that help your team collaborate, manage tasks, track jobs through to completion and access automatic compliance reporting. FileBound’s intuitive interface makes streamlining your business simple.
Why You Need FileBound
Effortless document management
Central storage in the cloud and seamless integration with Xplan makes managing documents and meeting your compliance burden a breeze. Simply search for any document and you can immediately see who last updated it and when, and review prior versions. You can also make amendments, review and publish, and the updated document is instantly uploaded to Xplan and available to your team. FileBound eliminates manual document processes, freeing up your team to do what they do best, servicing your clients.
Automate your compliance reporting
Designed for effortless compliance reporting, FileBound ensures your client records are accurate and complete, meeting the Financial Adviser Standards and Ethics Authority’s (FASEA’s) Code of Ethics. Advanced analytics, an intuitive design and seamless integration with Xplan makes it easy to detect and repair issues with records. Advanced business intelligence reporting allows you to run gap analysis, heat mapping and build detailed dashboards. Meeting your compliance burden couldn’t be easier as every task completed in FileBound is tracked, recorded and accessible to authorised users at the touch of a button.
Boost your productivity to a new level
Streamline your business to run more efficiently by digitising slow, unclear administrative processes. FileBound lets you build key document workflows that ensure jobs move more efficiently through your practice. Your team will know exactly what tasks they need to complete and by when. Better yet, FileBound’s responsive design means your team can work wherever they are on the device of their choice.
