Integration with AdviserLogic and PayLogic

Xeppo announces a strategic alliance with Morningstar’s AdviserLogic and PayLogic – opening two software platforms that previously operated in silos.

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Connect your financial and accounting data with Xeppo to unlock it's full potential

Xeppo unlocks the power of big data with your client information on a single view interface, automate tasks that drive client relationships and the analysis of your data in real-time to drive business growth and revenue decisions.

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Key Features

Xeppo integrates and manages big data to maintain accuracy, keep client data relevant and unlock potential.

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Connect Your Data

Connect Your Data

Xeppo connects your client data with your various financial software, to derive valuable insights into your business within a cloud-based environment.

Single View of Clients

Single View of Clients

Xeppo auto-matches your client data, continually collecting information from multiple sources and bringing it together into a single view of a client.

Manage Relationships with Ease

Manage Relationships with Ease

Improve business workflows with Activities and Projects and manage client's relationships with Xeppo's intuitive CRM.

Unlocking Opportunities And Insights

Unlocking Opportunities And Insights

Xeppo's sales and marketing tools can help you track and manage opportunities across your client base while our reporting tools, including Power BI, can help you unlock revenue insights and growth.

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    Companies we work with

    What our clients are saying

    For a professional services firm to deliver on the client promise, information is key. If you don’t have easily accessible, accurate information you are flying blind. For us it has been like a blindfold has been removed.

    Aubrey Roga, Executive Director and Chief Executive Officer
    Scholten Collins McKissock

    Xeppo has allowed us to generate opportunities across our entire client database to increase the uptake of all services offered by the business.

    Ian Bowrey, Chief Financial Officer
    My Fortress

    Xeppo was one of the biggest changes for us in terms of business efficiency and business profitability, with much better outcomes than our previous CRM system. This has been the most significant outcome for our business

    Caitlin-Archard Farry, Operations Manager
    Henderson Matusch

    The main benefit of implementing Xeppo is understanding what’s happening in our business so we can focus on the day-to-day. Now we’ve got a very good process to give us an overview to see what’s on everyone’s workload. We recommend Xeppo because it’s quite flexible once you understand what it can do.

    Mike Jeffs, Senior Adviser & Director
    Strategic Wealth

    I would recommend Xeppo because it is easy to use and keeps surprising you on how much it can do for your business. Xeppo is recognised as a steady and reliable system that is constantly developing and living up to the vision of achieving goals on their roadmap.

    Jasmin Loke, National Compliance, Operations and AFSL Manager
    Wealth Market

    If you want to look to the future for a fully integrated tech stack that links in to all your other systems to manage your business more efficiently and effectively. You got to use Xeppo, it's as simple as that!

    Graeme Hyland, General Manager
    TWD