Your business connected
In one convenient database, Xeppo connects:
- Wealth & Finance
- Cloud Accounting
- Personal Banking
Xeppo looks to help you tackle the key issues in your business
Understand your client and their relationship with you.
Bring your business operations together.
Unlock the cross-sell opportunities sitting in your business and drive leads.
Benefits & Features
Collecting information on a continual basis.
We connect and centralise your client data.
We take your data seriously. Our solution is all located in Australia.
Link and Group clients across your business quickly and easily
Empower your staff with a single client view.
Control what staff and clients have access to.
Drive new business opportunities across your business with our Sales App.
Easily create targetted Marketing Lists and connect via MailChimp.
Engage with your entire business via one web portal.
Easy to use tools to configure and administer your data warehouse.
Query and report across your entire business data.
Take a quick tour of how Xeppo brings all your data together.
Great to be recognised as a finalist. Winner is announced 24th of February.
Come visit our stand at the 2017 SMSF Association's National Conference.
We will also be at the inaugural Accounting Business Expo in Sydney.