Integrations

Opex Revenue Insights provides a range of reports designed to support Xeppo users. Opex Revenue Insights is a Power BI template built specifically to connect to an existing Xeppo Practice … Continued

Xeppo and Opex work closely together to provide valuable tools and insights to leverage value. Opex’s Management Insights helps improve the financial services industry, with valuable metrics to make more … Continued

Netwealth in partnership with Xeppo is pleased to provide you the Netwealth Practice Insights Power BI template. Practice Insights as a result is designed to support Financial Planning organisations. Practice … Continued

Xeppo Insights provides a range of reports designed to support Xeppo users. Using Power BI templates built specifically to connect to an existing Xeppo Practice instance. Xeppo Insights as a … Continued

Integrate your client data from Xeppo with the AFSL App, managed by Opex Consulting. The AFSL App assists you with effective management of your advisor information. The app combined with … Continued

The Assent App is powered by Xeppo and provided by Opex Consulting. Formerly known as the FDS app, it helps fulfill your FDS obligations easily and provides greater peace of … Continued

Xeppo supports the ability to integrate the core capabilities of cashflow management software Moneysoft within the Xeppo ecosystem. Both practice user and client can share, add and maintain data sourced … Continued