Financial Planners
The platform running your entire business
Now that you've found us, we know you are serious about improving efficiency and automations in your financial planning practice.
Liberate your practice with our unrivalled agile technology platform. Xeppo seamlessly connects with your tech stack ecosystem, simplifying, accelerating, and supercharging your operations.
How financial planning practices are using Xeppo
CRM
Maintain a record of all client data and interactions to meet compliance obligations.
Best Practice Toolkits
Get started in no time with a framework of process and documents templates which can be customised to suit your practice.
Process Automation
Setup smart processes to automate repetitive tasks.
Sales
Track new client leads and opportunity, sources, referrals and revenue associated with new opportunities to your practice.
Documents
Create document templates to merge client data and send, sign and store documents - with just a few clicks!
Data Analytics
Dig into your data with access to powerful insights to support real-time decision making.
What your client data platform includes
MS Azure (Australia)
Open API
Ready-to-go integrations
Data Insights
Fact Find Sync
Security
Take control of your client data and build a more efficient and cost effective tech stack. Find out how.
A new and empowered era for your practice
Save Time
- Single client entry
- Automate manual processes
- Automate document signing & filing
Consistency
- Best practice approach
- Monitor compliance
- Data to support real-time decision making
- Track revenue
Leverage
- Office 365
- SharePoint
- Docusign / AdobeSign
- Power BI
Tech Support
- Dedicated onboarding consultant
- Data migration tools
- E-learning and live webinar training
- Resource library
Innovate
- More choice
- Flexibility & freedom to customise
- Be future ready!
- Resource library
Financial planning clients growing with Xeppo
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!
We integrate with 30+ connectors and integrations in financial planning solutions, view them all in our marketplace.
See real-life implementation of Xeppo’s revolutionary ecosystem
Reimagine what’s possible within financial services
Easy Onboarding
Customise for you
Future-proofing your business
What our clients are saying
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
