Investment Trends have released their 2020 Advice Technology Benchmark Report and awarded Xeppo the ‘Best Business Management Application’.
“This is a great endorsement for Xeppo as it demonstrates how our product can add value to other core systems within a practice. We are excited by the opportunities to leverage Xeppo and streamline data management and integrated CRM, all in a cloud environment” said Paul Campbell, Managing Director of Xeppo.
Investment Trends ranked advice tech providers across four main areas including strategic advice, financial advice, advice on platforms, and advice with products.
Xeppo solves the problem in every practice that has multiple systems holding client information with their integrated ecosystem. Xeppo’s platform connects data between all key systems, produces documentation, runs a CRM, and improves data insights.
The Xeppo team is delighted to be recognised as a leading technology solution provider in a rapidly changing industry with a view to help practice firms unlock their growth potential with data.
If you would like to find out more on how Xeppo can assist you or would like a free demonstration, contact firstname.lastname@example.org.