Latest article with Mike from Strategic Wealth
How to unlock valuable insights in your practice with XeppoRead more
'Best Business Management Application' Award winner
Xeppo is awarded 'Best Business Management Application' winner from the Investment Trends 2020 Advice Tech Benchmark ReportRead more
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.Book a Demo
Xeppo integrates and manages big data to maintain accuracy, keep client data relevant and unlock potential.See All Features
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
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
Improve business workflows with Activities and Projects and manage client's relationships with Xeppo's intuitive CRM.
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.
Book a free Xeppo demonstration
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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
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
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
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