Net Worth App

Build and maintain your Clients’ Net Worth easily and efficiently!

The Net Worth App allows you to build an accurate Net Worth of your client by leveraging all of the Assets & Liabilities stored in Xeppo.

Deliver a single online portal for you and your clients to view and manage all their financial affairs.

Key features include:

  • Configure your Net Worth report layout
  • Allocate Assets & Liabilities to the report
  • Track positions monthly
  • Report and monitor progress
  • Allow the client to view and even edit via the Xeppo portal
  • Export to Excel

Xeppo Net Worth App is licensed per Xeppo Group that you activate the App for.

We recommend you activate as many Groups as possible up front to commence monthly snapshots for progress reporting purposes.

Contact us for details on pricing