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Assent App

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.

Streamline compliance, grow your business

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 licence breaches.

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

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Automation

Assent App is quick to set up, use, and monitor. An automated notification prompts for you renewals and obligations. Collecting signatures takes a few seconds, with digital signing capabilities that’s linked to the document generation engine. Signed forms are routed back to the Assent app. Agreements are automatically saved as delivered to the client as a PDF. Utilise notifications to enhance existing FDS functionality.

Monitor Agreements

Deliver, track, and monitor your Ongoing Service Agreements or Fixed Term Agreements. Manage the consent process from multiple product providers. The SharePoint integration automates document filing, once signed. Improve your document templating.

Tracking

Track expected vs. actual fees, and consent to deduct charges. Collect with your revenue and CRM data, in one single platform. Make your 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.

Choose your plan

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ASSENT LITE

$POA/ month

OWN AFSL

Dashboard Report

Service Delivery Tracking

Track Estimated Vs Actual Fees

Client Fee Consent

Access Standard Templates

200 merges per month

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  just typing this in to take up space

Get this plan
ASSENT PRO

$POA/ month

OWN AFSL

Dashboard Report

Service Delivery Tracking

Track Estimated Vs Actual Fees

Client Fee Consent

Customisable Templates

Unlimited Merges

AFSL Power BI Reporting Suite

Formstack Template Editor

Get this plan

The Opex solution provides a comprehensive range of capabilities to support advice delivery

FAQ’s

Get prompt responses from a friendly, professional and knowledgable support team.

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 do I need to get set up?

XEPPO SUBSCRIPTION
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! Have a chat with our friendly staff about what solutions will best suit your business.

Do you offer support ?

Our friendly staff will be there every step of the way including training and ongoing support.

How do I request the solution?

It is as easy as entering your details in the form on the right.

If you are already on an Opex Subscription you can still use the form below or login to your Zendesk and submit a request.

Alternatively you can send an email to support@opexconsulting.com.au

Are there any planned updates to the Assent App?

Enhancements to the Opex Assent App are being released iteratively over the next 6-12 months as the industry and technology adapts to the new legislative requirements.

Assent app users are kept up to date via Zendesk, emails, and webinars. 

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