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Integrations

Xeppo pulls together client information from a wide range of applications.

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CAS 360 (Beta)

Corporate Affairs Management

Connect CAS 360 with Xeppo to integrate your client data to ensure a seamless and efficient experience.

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Xeppo is a world-first tool for financial advisors, business advisors and accountants. Xeppo provides a complete view of all of a client’s moving financial parts in a single dashboard, even if they are stored in separate specialist systems, enabling advisors to build stronger client relationships and drive business growth.

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