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Xeppo Core

Xeppo is the ‘single source of truth’ for your financial practice. It’s a solution that empowers true integration across every function, every workflow – where team and clients reap the benefits. As an advisor, accountant and financial professional, you can run your entire business from Xeppo.  It’s much more than just a finance data warehouse software platform.

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Turbocharge your business management  

Take ownership of your important data and transform operations with Xeppo. With an expanding family of apps, connectors, and integrations, the Opex-Xeppo duo will make your financial practice unstoppable. Reduce platform hopscotch and save hours every week. It’s finance software that grows with you.

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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Centralise Data

Digitise your practice, manage big data, and never manually punch in numbers again. This is the power of centralising your practice with Xeppo. Work smarter, not harder. Wow your clients with your service, financial advice, and communications. Liberate yourself from menial to-do lists, by tracking Activities and Workflow Projects. Monitor your sales pipeline through Leads and Opportunities.

Marketing Functionality

Leverage Xeppo’s marketing functionality to better nurture prospects, build long-term clients, and stand out in the financial services industry. Leverage a holistic view of your clients’ net worth. Utilise the Assent App integration for all your FDS and service contracts, and the AFSL Insights App for reporting across key risks areas of your business.

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

The right solution 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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