Unite every single piece of data across your practice with Opex’s CRM apps. Integrating with Xeppo’s game changing data warehouse CRM platform, you’ll experience a better way of running your business. Bring together isolated systems, into an efficient, uniformed operation. A single source of truth for better decision making, collaboration, and client service.

HOW IT WORKS
Centralise your data for full control at every touchpoint of your practice. Analyse and interpret client information to deliver more strategic financial advice. Save time, headaches, and security concerns, with one central platform for your entire team to access.
Enjoy the convenience of a single view interface that acts as a monitor across all (internal and external) software. View your client data at an individual or group level, with key information across every sector – revenue, tax, insurance, the investment portfolio, and contact details.
Enjoy greater flexibility and collaboration, with separate software feeding into Xeppo’s platform. Identify hidden opportunities and become irreplaceable to clients.