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Assent App 2.0
Unlock unparalleled efficiency.

Fulfill your FDS obligations easily and enjoy greater peace of mind, with our Assent App. Formerly Auto FDS App, this add-on helps manage your ongoing fee arrangements and compliance obligations.

With the finance industry’s changing legislative landscape, Assent App simplifies and supports your responsibilities, so you can focus on what’s most important. Your clients. Assent simplifies service delivery and fee consent. 

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Systemise and leverage data for massive efficiency gains.


Simplify compliance obligations

  • Manage the consent process from multiple product providers

  • A single platform to connect your Revenue and CRM data for strategic forecasting

  • Leverage Power BI integration to track and report at scale to satisfy your AFSL obligations

Be future-ready

  • Deliver, track, and monitor your ongoing service agreements or fixed term agreements

  • Manage your fee disclosure statement with alternate rules and documents

  • Intuitively manage the previous and next service periods

Better document control

  • Create and manage initial service documents

  • Oversee the consent process from multiple product providers

  • Merge Client Fee Consent forms from within the app

  • Access built-in document repository with Assent records.

75% efficiency gain and peace of mind that data is getting stored correctly!

  1. Fix incomplete compliance information

    Prior to Assent, financial planners had to generate the Renewal document and update the relevant key information manually. For example, add the sent date, adjust to pending and once signed, add the signed date. Details are missed and important compliance information is incomplete.

  2. Boost productivity & efficiency 

    Combining the Assent app with the Xeppo document storage and e-signature integrations, you’ll experience a huge uplift in efficiency. No more headaches fulfilling your service obligations.

  3. 75% Uplift in efficiency
    Combining the Assent app with the document storage and e-signatures integrations, we don’t think it is ridiculous to say 75% uplift in efficiency is possible!
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Streamline compliance obligations, position for success.

Sign Up Today!

Choose the sign up option that best suits your requirements for client agreements.
To review the standard agreement templates please click here.

sign up - Standard agreement
sign up - Custom agreement

Assent + Xeppo. Become unbeatable.

To leverage assent you must have Xeppo established in your business. To find out more about Xeppo click here.

Financial planners, administration officers, CSOs, and advisors responsible for a licence, Assent App is for you. With this finance technology, you’ll never have to worry about breaches.

Remove the possibility of running into legal problems. Invest in support that automates all your obligations, knowing your ASFL obligations are taken care of.

sign up - Standard agreement
sign up - Custom agreement

Track expected vs actual fees, and consent to deduct charges. Collect your revenue and CRM data in one single platform. Make life easier with broader applications supporting other industry administration such as Agreement and Payment Terms management. Leverage your Xeppo data to drive efficiency gains in a key AFSL obligation.

Monitor Agreements

Optimise your agreements process. Assent’s SharePoint integration automates document filing, once signed. Improve your document templating. Take all the information ‘out of your head’, with Assent automating the entire process. 


What is it?

The Opex Assent App solution integrates with Xeppo to manage all your data needs.

The Assent app has your service agreement document covered. Generate your renewal and/or new agreements, and include an FDS and/or fee consent forms where needed.

How simple or comprehensive you make them is up to you!

What options are available for Client Agreement Types?

You have the choice of either Ongoing Service Agreements or Fixed Term Agreements. To review the standard agreement templates please click here.

Can I use my own Custom Agreement Template?

Yes. At sign up you have the option to use the Opex Standard Agreement Templates or provide your own format to be coded into the system. The difference is accommodated in the higher setup cost.

Do I need Xeppo to use Assent App?

Your business will need to be subscribed and set up with Xeppo. To sign up to Xeppo Click Here.

Can I get a free consultation ?

Absolutely! Click here to book a 15 minute Q & A with our friendly staff.

How do I request the solution?

It is as easy as clicking the Standard Agreement sign up button or the Custom Agreement sign up button above. If you are already on an Opex Subscription you can still click the button above. 

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