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.

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How financial planning practices are using Xeppo

Xeppo CRM for financial planning services

CRM

Maintain a record of all client data and interactions to meet compliance obligations.

Best Practice toolkits for the financial planning service industry

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 to save you time for financial planning practices

Process Automation

Setup smart processes to automate repetitive tasks.

Manage client sales leads and opportunities with Xeppo's sales app for financial practices

Sales

Track new client leads and opportunity, sources, referrals and revenue associated with new opportunities to your practice.

Document Automation with Xeppo

Documents

Create document templates to merge client data and send, sign and store documents - with just a few clicks!

Data analytics for financial practices to dig into their client data

Data Analytics

Dig into your data with access to powerful insights to support real-time decision making.

What your client data platform includes

Microsoft 365 integrate with Xeppo

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

KDM - Xeppo
Henderson Matusch - Xeppo
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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 of TWD

We integrate with 30+ connectors and integrations in financial planning solutions, view them all in our marketplace.

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See real-life implementation of Xeppo’s revolutionary ecosystem 

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Reimagine what’s possible within financial services 

Easy Onboarding

"The service and support from the team has been great. Responsive and helpful!"

Customise for you

"Xeppo works well - we can build our processes to the level we wish."

Future-proofing your business

"Technology has been at the forefront for our practice and Xeppo was along with us on that journey as well."

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



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