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
Best Practice Toolkits
Get started in no time with a framework of process and documents templates which can be customised to suit your practice.
What your client data platform includes
MS Azure (Australia)
Fact Find Sync
A new and empowered era for your practice
Financial planning clients growing with Xeppo
Reimagine what’s possible within financial services
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
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
Book a free Xeppo demonstration
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