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Xeppo At a Glance
Xeppo
Notable Clients
Australian Owned and operated
Findex, Fortnum, Fitzpatricks, Oreana
100+ current subscriptions
Perks, Hood Sweeney, Bentleys,
Integrated Practices Financial Planning Practices
MGD Wealth, Bluerock, MyFortress IOOF, Count & MLC Approved
Why Xeppo? Custom build your future Tech Stack using Xeppo
Low cost
Simple and easy to learn
Efficiency Gains
Choice
Connected
You are in control!
Xeppo Core Products
Xeppo Connect
Integrate
Amplify
Portal
Marketing
Net Worth
Connectors
Activities & Workflow
Data Sync
Documents
Admin
Sales
API Security
Xeppo Connect – Overview Key Features
Powerful data management tools
Connectors
Clients and Groups
Integrations
Secure & Reliable
Nightly updates
Create & Edit
Office 365
Users & Teams
Matching & Grouping Engine
20+ ready to go connections
Search and Build Views
Mailchimp
2 factor authentication
Custom: Excel, CSV
Bulk Actions
Moneysoft
Audit Trails
Data sync
API: Build your own!
Tags
Formstack Documents
Relationships
AdvisorForms
Encryption (in Transit & at Rest)
Client Fee Rankings
FileBound
Security & Privacy controls
Client Portal (Simple)
Microsoft Stack (MS Azure) Located in Australia
How it works Task / Workflow
Marketing
Apps
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Sales
Document Management
Reporting
Client portal
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All data is normalised into a common format allowing for seamless and scalable connections
Xeppo Data Warehouse (single data warehouse and integration platform)
Xeppo Connect
Practice Solutions
Xeppo Matching & Grouping Engine
Open API Connection Engine
Accountin g
SMSF
Wealth
Finance
Security Engine
Data Sync Engine
General Insurance
Personal Banking
Corp Complianc e
Document s
Connectors Ready to Go
Planning
Payments
Accounting
SMSF/Corporat e
Lending
Documents
Portals
XPLAN MidWinter
CommPay Revex CoMetrics WorkSorted
Reckon APS MYOB Xero (Green &
Class BGL SF 360 BGL CAS
Plan AFG Connective
Virtual Cabinet FileBound HowNow
Advisor Forms Moneysoft
NowInfinity
LoanMarket
Sharepoint FYIDocs
Netwealth
Manual files
Coming…
Padua AdvisorLogic WealthConnect
PayLogic
Custom connections also supported: - Build your own via our API - Import custom CSV files
Blue)
CCH ifirm Sage Handisoft
Connectors - Depth of data • Xeppo captures a broad range of key data points from source systems. • Key elements include • • • • • • • • • •
Client Details Fact Find Groups & Relationships Advice / Compliance Assets & Liabilities Income & Expenses Holdings/Investments Insurances Tax Summary Fee & Revenue Data
• Specifics will vary depending on type and capabilities of the source system
Matching and Grouping Engine • A key feature of Xeppo is its Matching and Grouping engine • Xeppo will look to “auto” match client records from all active Connectors • Xeppo will incorporate existing groups/relationships from active Connectors • Additional tools to manage
Class XPLAN
APS
System #4 System #5
Matching Engine
Single View
Single View of your Clients
Single View of your Clients
Data Discrepancies & Data Sync • Xeppo identifies data discrepancies nightly • Allows you to know where the issues are as they arise
• Xeppo Data Sync • Built-in Approval process to control changes • Update source directly (where supported) • Create client to source capability
Searching & Lists • Easily build lists and reports across all your client data • Targeted lists using any data point you have on your clients • Perform bulk actions such as Tagging & Exports
Opportunity identification • Opportunity identification • Identify business referral opportunities within your existing data • Unlock untapped opportunities within your existing client base • Connected directly in to the Xeppo Sales App
Rankings • Xeppo aggregates all revenue per client • Understand the total worth per client across all divisions • Easily identify your most valued clients • Identify service gaps → new business opportunities • Create marketing and sales activities
Power BI • Connect Power BI to Xeppo data warehouse to deliver automated reporting services across all business lines. • • • • •
Revenue analysis Sales analysis Workflow and Activity analysis Standard templates Build your own
Xeppo API’s Xeppo provides a range of specialised API solutions to support your requirements to read and contribute data to the Xeppo warehouse.
Read API
Connector API
Partner API
Xeppo merged data
Inbound data
Extras
Data Sync
Product promotion
Odata API (Power BI, Excel)
Xeppo Integrate (CRM) – Key Features
Marketing
Documents
Sales
Activities & Projects
Targeted Marketing lists
Drag and Drop
Leads
File notes
Mailchimp integration
Doc Integrations
Opportunities
Appointments
Export lists
XPLAN Doc Linking
Tasks
E-Sign Capabilities
Potential Opportunity engine (automated)
Notifications
Merge capabilities
Referrals
Workflows
Analytics
Templates E-mail integration
3rd Party Solutions leveraging Xeppo Opex Solutions
Netwealth
Umlaut Solutions
Advice Best Practice Templates
Client Portal (2021)
Filebound Integration
Practice App (2021)
AdvisorForms
FDS / OSA App Revenue Insights AFSL Insights
AFSL CRM