more Growth
less Guesswork
Unlock your big data, build client relationships and drive growth with Xeppo - the only financial advisor technology tool you need.
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.
Xeppo gives you access to your entire firm’s data from one primary portal. Integrating with a long list of ‘application connectors’, Xeppo continually and automatically syncs data from all your internal and external systems to keep client data relevant, accurate and up-to-date.
Whether you need information from your team, client, another department or even another system, simply login and use the interactive dashboard to find the information you need. With an elegant visual overview on each client page, your firm can view key data at a glance.
Is your client data full of typos – or worse? Automatic matching and grouping functionality intuitively links client records and groups 70-85% of all data it processes, saving your team significant time. Plus manual matching is sped up with helpful suggestions from the Client Matching Wizard.
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 integrates seamlessly with your current systems to capture and consolidate every snippet of client data. Financial planning and automation software, document management tools and existing CRMs can all be connected to improve workflows, save time and nurture client relationships.
Xeppo doesn’t just consolidate your data; it gives you a bird’s-eye view of your business. Portals are available to analyse leads, potential opportunities and conversion rates in an easy-to-read visual interface. Xeppo even flags opportunities with high growth potential as they arise, and allows you to push data into marketing and CRM tools to drive sales.
Xeppo improves your data security with a single admin portal for managing permissions, setting rules and implementing restrictions. Data safety is assured with institutional grade cloud-based infrastructure and stringent security and risk management protocols, including data encryption and regular security scans.
Flexible pricing to help you find a plan that first for you, and super charges your firms profitability.
Up to 10 user portal logins
Xero connectors
Searching and views
Matching and grouping
Rankings
Data discrepancies
Data sync (two-way connectivity)
Security
API gateway
Knowledge portal
Helpdesk (ticketing support only)
EVERYTHING FROM CONNECT PLUS
Marketing
Activities and projects
Leads and opportunities
Documents
Email integration
Mailchimp integration
Notifications
EVERYTHING FROM CONNECT PLUS
Net Worth App
Client portal logins
Moneysoft App
Moneysoft enterprise licensing
Documents App
EVERYTHING FROM CONNECT PLUS
Marketing
Activities and projects
Leads and opportunities
Email integration
Mailchimp integration
Notifications
Net Worth App
Client portal logins
Moneysoft App
Moneysoft enterprise licensing
Documents App