Purpose built for financial services, Xeppo is a financial advisory technology tool that’s been cleverly designed to capture, organise and secure your firm’s client data in one central portal. It saves you time and gives you an unparalleled view of your firm’s operations.
The best financial advisor technology tool on the market
Xeppo integrates tools and applications from all departments and services across your financial advisory firm, including accounting, broking, SMSF, financial planning, banking revenue and CRM.
Xeppo’s extensive capabilities have been purpose built for financial advisory firms to interact with every area of your business from a single, searchable platform. Gain a deeper understanding of each client, uncover their full financial picture and streamline your business processes with Xeppo’s powerful CRM functionality.
Xeppo connects with a huge range of cloud and on-premise financial services, relationship and analytics tools. Don’t see you system here? Contact us to discuss custom connectors.
In this FREE guide, we show you how to migrate all your data to XPlan in 8 simple steps.