A powerful advice experience for your clients

Get Started!

Provide clients with their own personal portal to visually track their goals, review their advice strategies and keep in touch with you.

Interactive Goals

Enhance the relationship you have with your clients by sharing in their journey and goals achieved archived over time.

Family Tree

Enhance the relationship you have with your clients by sharing in their journey and goals achieved archived over time.

Pipeline Reporting

Track every client throughout your advice process and ensure they remain engaged throughout their journey.

Visual Strategies

Present key strategies using high impact visual presentations, built using the my.solutions toolbox suite.

Digital Fact Find

Provide your clients with their own personal space, to track their goals, review their advice strategies and all client meeting presentations.

Advice Compliance

Ensure the quality of the advice your advice team provides to your clients is consistent, and compliant. Enhance training of new advice staff and risk mitigation strategies.

Real-Time Client Interaction

Build upon your advice experience by fostering a 24/7 relationship with every one of your clients, whilst automating your pipeline

Referral Management

Build relationships with accountants, planners, mortgage brokers and provide them with a centralised platform to manage and track each referred client.

Lets talk…

We’d love to meet you, understand your practice and get to know you better.   We run regular webinars online, or if you’re local – lets grab a coffee!

Our Vision

 

At Purplebox we believe we can connect people to advisers delivering high-impact visual, and transparent advice.

Success Stories

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. my.solutions has quickly become an invaluable tool in our process. 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. my.solutions has enabled me to spend more quality time with our clients.

Craig McKenzie

Financial Planner

Last minute invite and tracking RSVP's can be an event managers nightmare! Luckily my.solutions removes that stress. It gives me easy to manage invitations (that the whole team can send), automated replies and easy to read reporting for RSVP's and post-event attendance.

Paula

Marketing Manager