CRM For Financial Advisers

Your competitive advantage.

Your practice’s single point of capture. For everything.

Enjoy a single view of your clients, bringing together information from every platform you use. Save time every day, without needing to jump from software-to-software, searching for client data. Xeppo’s CRM pulls details from external and internal systems in real-time, centralising and updating your clients’ databases.

Custom-built for financial services and accounting practices, this is no ordinary CRM.

Financial Planning tool designed to make your life easier

Connect your tech stack with Xeppo and unlock powerful tools within the CRM system. Leverage auto-matching and auto-grouping functions. Populate, search, manage and spot opportunities in this easy-to-use system.

Supercharge productivity with intuitive workflows and powerful insights geared to your industry. Create a CRM that speaks your language.

One dashboard for all your data

Don’t let a growing list of clients and technology platforms slow you down. With Xeppo, all your systems feed into the CRM, connecting into one core platform to run your practice. No double-handling or hunting for data. Always log in to the most up-to-date information.

Fact Find (coming soon)

Improve your internal efficiency and revolutionise client engagement. Answer questions quickly and level up your advisory service, without cutting into your bottom line. Our Fact Find integrates with your specialists software including Xplan, Midwinter and additional third-party systems.

Assign Activities

Bring your to-do list into the CRM for unrivalled efficiency. Onboard a new client? Setup reviews? Never miss an important step by creating automated sequences in your processes with our Projects within the Activities App.

Marketing & Sales App

Continue to engage your clients, uncover revenue opportunities, and make relationships your competitive edge. Mailchimp and Power BI integrations help empower your external marketing communications.

The heart of your practice

We’re real people with financial roots located in Adelaide, dedicated to helping you elevate your practice with the most intelligent financial and accounting CRM that exists.

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

Make an Enquiry

We'd love to help drive your business forward with Xeppo. For more information or to have your questions answered, fill in your details below