Xplan Integration

Compliance with Efficiency

FileBound users can get the benefits of automated compliance with the efficiency of a file share and sync interface (similar to Dropbox, Google Drive or OneDrive).

With Filebound Drive integrated to Xplan, users simply add or save files to the dedicated Windows Explorer folder (connected to FileBound) and the key documents will automatically sync to the clients’ Xplan file. Users can drag and drop one or more files right into the Drive using standard Windows functionality.

Key Benefits
> Drag and Drop interface
>Automated Sync to Xplan
>Outlook integration for simple filing from email

FileBound Australia has years of experience integrating with Xplan. We have completed projects for members of the big 4 banks as well as many small advisories. We can help you get the most out of your technology investment.

As well as simple document compliance, the FileBound platform is a complete Document Management solution with full workflow and electronic forms functionality. This means FileBound can be used as the foundation for most of your digital transformation strategies.

Contact us now to see how we can improve the efficiency and compliance levels of your organisation.