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CRM Solutions

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.

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. 

Xeppo Website

Data is power. Unlock both with Xeppo.

Custom-built for the financing and accounting sectors, transform your practice with this award-winning finance data warehouse. CRM apps and Xeppo simplify, store, and organise your important client data, giving you rich insights that would otherwise remain untapped. 

Here’s your eagle-eye view across your practice. 

Apps for Xeppo

Assent App

Fulfill your FDS Obligations, manage fee arrangements, embrace document automation and make life easier for clients with Assent App.
Empower your business!

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Effectively manage your advisor data with AFSL  App. Enjoy more intelligent, intuitive reporting. Upgrade your daily operations with this powerful software integration.

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Revenue Insights

Access Live Data & Make Quicker Business Decisions. Interactive Revenue Reports, Data That’s Easier To Understand.

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AFSL Insights

Manage your AFSL obligations and business KPIs, run your financial business with an intelligent data capturing system. Experience the power of AFSL Insights App!

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The Opex solution provides a comprehensive range of capabilities to support advice delivery

The right solutions for
your type of business…

Not sure which products are right for your business? Fill in the form below and a friendly team member will get back to you.

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