Integrations

Drag and drop your provider revenue statements into Feezily for simple, easy, and fast automatic provider file format detection and processing. When all of your revenue statements for the current … Continued

The Netwealth to Xeppo connection allows import of Clients and associated Holdings directly from the Netwealth platform giving practices direct insights into the data held with the Platform vendor as … Continued

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.

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

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

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.

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.

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

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.

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

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