Marketplace

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

Opex Revenue Insights

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

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Opex Management Insights

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

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Netwealth Insights

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

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Xeppo Insights

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

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Microsoft Power BI

Unlock powerful business intelligence with Xeppo Insights, powered by Microsoft Power BI and Xeppo. Gain interactive visualizations and business insights in a easy to use dashboard and access ready-made reporting … Continued

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