Xeppo

Xeppo is a pioneering tool designed specifically for financial advisors, accountants, and business advisors. It offers a comprehensive view of client financial data through a single dashboard, integrating various financial systems to automate tasks and enhance client relationships.
By harnessing auto-matching and auto-grouping features, Xeppo efficiently links and organizes client records while connecting data from both internal and external systems. This provides a unified view of clients, enhancing relationship management and uncovering business development opportunities.
The software includes a powerful CRM functionality that enables streamlined processes and improved client engagement through automated communication, including marketing outreach via MailChimp. With robust data safety protocols and hosting on a secure cloud infrastructure, Xeppo has processed over 1 million client records nightly, helping businesses grow by identifying opportunities and improving client relations.
Xeppo has been recognized with awards for best business management applications and has engaged with the community through sponsorships and case studies, showcasing the software’s impact on various practices. Experience significant improvements in efficiency and profitability by implementing Xeppo into your advisory services.