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

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

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

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.

How FILEBOUND works

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.

Purpose built for financial services, Xeppo has been cleverly designed to capture, organise and secure your firm’s client data in one central portal.
Purpose built for financial services, Xeppo has been cleverly designed to capture, organise and secure your firm’s client data in one central portal.

Seamless integration with your data systems

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.

Seamless integration with your data systems
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.

Relevant content delivered right when you need it

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.

Tailor security to your needs

Tailor security to your needs

Administrators on an account can assign system-wide, group and individual permissions for access to documents and processes. FileBound allows you to ensure only authorised users have access to confidential client, legal and business information. A simple audit trail also allows you to check who has viewed, accessed, altered and sent each document in your library. Access can be configured in just a few clicks via a simple checkbox menu. As an Iress Open partner, you can trust that FileBound meets the highest standards of data safety, security and compliance.
Client document approvals in just a few clicks

Client document approvals in just a few clicks

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.

DIGITISE YOUR ENTIRE DOCUMENT LIBRARY

Filebound can be configured for any document in your business. Below are a few examples.

Statement of advice

Outlines the recommendations made by a financial adviser to a client and why these were made.

Service agreements

Outlines the services, fees and other important information specific to financial advice.

Fee disclosure

Informs a client about the services they have received and paid for under an ongoing fee arrangement.

FILEBOUND Pricing Options

A simple and affordable solution to protect your data whilst gaining compliance with ASIC.

Workflow
From$500per month
  • Document management
  • Workflow ready
  • Office 365 integration
  • 100,000 documents
  • 5 concurrent users
  • Desktop companion
  • Compliance reporting options
Enterprise
From$650per month
  • All workflow edition +
  • DocuSign integration
  • XPLAN integration
  • Xeppo integration
  • E-forms
  • Open API
  • Compliance reporting options
Dealer Group
From$50per user per month
  • Document Management
  • Workflow ready
  • Office 365 integration
  • Email integration
  • Desktop tools (Drag & Drop)
  • Compliance reporting options
  • XPLAN integration (sync)