Xeppo Integrations

Ready to go integrations.

No more platform switching. Real-time updates across all software.

Enhance your operations and increase productivity with one core platform for everything. Xeppo. With over 25 connections, third party integrations and apps, Xeppo is the portal into your whole business.

Flexible, bespoke, and convenient, Xeppo Marketplace transforms business practices.

Ready-to-go integrations. Connect to any platform.

Less wasted hours every week, jumping from platform-to-platform. Avoid overwhelm of too many software solutions to keep client information up to date. Marketplace connects and maintains your primary client systems.

Quickly set up your tech stack with a growing list of pre-built connectors. Link Xeppo to a wide range of financial, accounting, SMSF, wealth, and lending applications. Marketplace makes the customer experience more enjoyable – on both sides.

Xeppo pulls together client information from a wide range of applications, view our range of connectivity options on this link.

Connectors

Xeppo not only sources data but keeps it up to date, so you always have the accurate details. The applications include on-premises, specialist, and cloud connection gateways. Some allow two-way sync cloud solution and update every night.

Integrations

Enable connections with everyday productivity tools for your practice. Save time and unnecessary headaches by leveraging Power BI. Automate document management with SharePoint, access Xeppo’s helpful range of Apps, and other 3rd party integrations.

Apps

Link third party solutions with your business divisions in wealth and accounting. Remove bottlenecks in your workflow, capturing more time, and focus on the customer experience.

Solution-led, Marketplace adapts to your changing needs. No software or platform connection is beyond our capabilities. Xeppo grows as you do.

Your practice’s single source of truth

We’re real people with financial roots located in Adelaide, dedicated to helping you elevate your practice your tech stack and go-to platform, Xeppo.

What our clients are saying

For a professional services firm to deliver on the client promise, information is key. If you don’t have easily accessible, accurate information you are flying blind. For us it has been like a blindfold has been removed.

Aubrey Roga, Executive Director and Chief Executive Officer
Scholten Collins McKissock

Xeppo has allowed us to generate opportunities across our entire client database to increase the uptake of all services offered by the business.

Ian Bowrey, Chief Financial Officer
My Fortress

Xeppo was one of the biggest changes for us in terms of business efficiency and business profitability, with much better outcomes than our previous CRM system. This has been the most significant outcome for our business

Caitlin-Archard Farry, Operations Manager
Henderson Matusch

The main benefit of implementing Xeppo is understanding what’s happening in our business so we can focus on the day-to-day. Now we’ve got a very good process to give us an overview to see what’s on everyone’s workload. We recommend Xeppo because it’s quite flexible once you understand what it can do.

Mike Jeffs, Senior Adviser & Director
Strategic Wealth

I would recommend Xeppo because it is easy to use and keeps surprising you on how much it can do for your business. Xeppo is recognised as a steady and reliable system that is constantly developing and living up to the vision of achieving goals on their roadmap.

Jasmin Loke, National Compliance, Operations and AFSL Manager
Wealth Market

If you want to look to the future for a fully integrated tech stack that links in to all your other systems to manage your business more efficiently and effectively. You got to use Xeppo, it's as simple as that!

Graeme Hyland, General Manager
TWD

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