Acting as a data warehouse, Xeppo allows integration of numerous software across the areas of Accounting, Financial Planning and Lending. This ultimately provides you with a consolidated holistic view of your clients.
View your clients data at an individual or group level and access all your clients Insurance, Investment Portfolio, Revenue, Tax Return, Contact details etc all in one place!
Let Xeppo help you Connect to your Data and help you manage and grow your business effectively!
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