Transform the way you share, access, view and analyse data
Purpose built for financial services, Xeppo is a financial advisory technology tool that’s been cleverly designed to capture, organise and secure your firm’s client data in one central portal. It saves you time and gives you an unparalleled view of your firm’s operations.

Why You Need Xeppo

Integrate data from your existing systems
Xeppo gives you access to your entire firm’s data from one primary portal. Integrating with a long list of ‘application connectors’, Xeppo continually and automatically syncs data from all your internal and external systems to keep client data relevant, accurate and up-to-date.

Centralise data from across your business
Whether you need information from your team, client, another department or even another system, simply login and use the interactive dashboard to find the information you need. With an elegant visual overview on each client page, your firm can view key data at a glance.

Automate client information processing
Is your client data full of typos – or worse? Automatic matching and grouping functionality intuitively links client records and groups 70-85% of all data it processes, saving your team significant time. Plus manual matching is sped up with helpful suggestions from the Client Matching Wizard.