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.
Create a paperless practice
Eliminate paper-based processes. Save time and money on printing and couriers. Stop sending clients PDF forms they have to print out and return to you. With just a few clicks, you can upload your current forms to FileBound’s Forms Designer and they will auto-populate with the correct elements to make editing and updating easy. You can also use drag-and-drop design tools to quickly create new forms and share them with your team and clients. Once completed, forms are immediately imported into FileBound to trigger workflow processes automatically.
Designed to be easy to implement, scalable, flexible and secure, FileBound effortlessly integrates with your existing software like Xplan. The forms and documents you create in FileBound are auto-populated with the correct data for each client. Once they are updated and approved, data flows seamlessly back into Xplan for instant storage and accessibility. FileBound eliminates data silos that can form between incompatible software, ensuring authorised members of your team always have access to the latest information.
FileBound works with your current software to anticipate the content you need to complete work and deliver it to you effortlessly. Seamless integration with Umlaut’s Xplan Drive makes storing and sharing digital files easy too. Instant notifications tell you when new work has arrived, and one click takes you directly to the task to complete it. You can add new content with drag-and-drop, and customisable folders provide an intuitive design that’s easy to follow. FileBound simplifies cumbersome administrative processes, speeding up your business and driving down costs.
Seamless integration with DocuSign eSignature means FileBound enables you to automate the entire client document approval process. Simply create and edit documents in FileBound. Send them to clients via DocuSign, and they can be reviewed and approved in just a few clicks. Better yet, thanks to advanced encryption technology, DocuSign is more secure than paper forms.
Filebound can be configured for any document in your business. Below are a few examples.
Outlines the recommendations made by a financial adviser to a client and why these were made.
Outlines the services, fees and other important information specific to financial advice.
Informs a client about the services they have received and paid for under an ongoing fee arrangement.
A simple and affordable solution to protect your data whilst gaining compliance with ASIC.