Marketplace

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

PayLogic

Xeppo’s integration with revenue management systems PayLogic enables increased flexibility to help manage data and metrics for a holistic client experience with risk management strategies.

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AdviceOS

Xeppo’s connection with AdviceOS, enables licensees to seamlessly integrate their client data with financial planning software AdviceOS to gain greater flexibility to manage their data to support their practice and … Continued

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Revex

Xeppo’s integration with Revex, a provider of AFSL revenue management solutions ensures continuity with real-time client data management and strengthen client relationship.

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CoMetrix

Easily manage client data stored with cloud-based Licensee Management System CoMetrix to better manage monitoring, record keeping and manage workflow processes within the Xeppo environment.

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Worksorted (Beta)

Take care of your client’s document management, FDS, opt-in and revenue management with an integration with Worksorted and Xeppo to super charge efficiency.

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CommPay

Connect your client data from CommPay to Xeppo to automate and streamline revenue data for enhanced productivity within one core platform, Xeppo. Enjoy a seamless connection to stop wasting time … Continued

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Mercury

Easily manage client relationships and improve business efficiency with your connected client data in Xeppo and integrated with Mercury. Be empowered to control your data in a seamless client journey … Continued

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Podium

Link your client communication with interaction management platform Podium and Xeppo to streamline customer relationship management and better manage the client experience.

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AdviserLogic

Xeppo’s integration with award-winning AdviserLogic enables licensees to seamlessly integrate their client data with financial planning software AdviserLogic for enhanced fluidity to efficiently manage client data.

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Xplan

Does your client data reside within Xplan and you are looking to connect your financial technology tools for greater efficiency? Xeppo integrates with Xplan to really drive your practice forward … Continued

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Flex

Connect your data securely from Flex to Xeppo to get powerful, real time access to your client data and enable powerful reporting functionality.

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