Step by step process
We understand every practice has unique requirements and not all practices are the same. Xeppo’s pricing structure reflects this to allow for greater flexibility to build your own infrastructure by following our simple 3 step process.
Step 1
Choose your starter pack
Packs designed to get you started with the basics based on your requirements.
Connect Pack
$195 / month
RRP $279 Designed to get you started
What's included
- 1 x Professional Login
- 2 x Connectors
CRM Pack
$195 / month
RRP $275 Ideal for practices who want to use Xeppo as a CRM
What's included
- 1 x Professional Login
- 4 x Essential Logins
Integrate Pack
$335 / month
RRP $479 Ideal for integrated business
What's included
- 1 x Professional Login
- 4 x Essential Logins
- 3 x Connectors
Wealth Pack
$499 / month
RRP $769 Designed for Financial Planning practices to streamline AFSL obligations
What's included
- 1 x Professional Login
- 2 x Connectors
- Formstack Documents
- FDS App
- AFSL Insights (Power BI)
Step 2
Choose your user licensing options
Pick a user licensing option to best suit your business needs.
Essentials
$25 + GST
/user/month
Ideal for Sales & Marketing requirements
What's included
- Groups, Clients, Leads & Opportunities
- Wealth Data Model
- Marketing
- Mailchimp Integration
- Email Integration
- Site Branding/Theming
- Activities/Tasks
Standard
$49 + GST
/user/month
Designed for majority of your staff
What's included
- Everything from Essentials
- Projects (Workflow)
- Revenue Ranking & Fee Categories
- Networth App
- Tags
- Documents App
- SharePoint integration
- Key Details Data Sync
- 3rd Party App Access
Professional
$79 + GST
/user/month
Designed for the Power Users in your business
What's included
- Everything from Standard
- Matching & Grouping Tools
- Discrepancies
- Users, Teams & Security
- Connector Management
- Document Merge
Step 3
Add integrations to your pack
Xeppo has over 30+ connectors and is continuously growing.
Additional connectors are $100. Set up fees apply.