A whole of wealth partnership
Partnering with Xeppo to simplify client data and deliver new business perspectives.
Overview
Netwealth and Xeppo
According to our AdviceTech research, wealth firms on average use between 12 and 15 technology systems in their business, all of which have different data models, significant data discrepancies and often overlap from a features perspective.
By partnering with Xeppo, we aim to solve this challenge and enable your systems to better connect and integrate with each other, simplifying and structuring your data to deliver new business insights, business efficiency and a 'whole of wealth' client perspective.
With Netwealth and Xeppo you have partners to see you into a data-rich and client-first future.
Features
Unlock the power of client data
Xeppo collects information from a wide range of AdviceTech databases and systems and brings them together into a single environment. This information can then be used in a range of ways to drive client relationships and business growth
Collates data from multiple sources
Connect data from a wide range of cloud and on-premise finance applications.
Organises client data
Automatically match and group client data to improve accuracy and efficiencies.
Push data into other systems
Xeppo consolidated data can be used in your sales and marketing CRMs or reporting and analytics tools.
Upcoming
A client portal for the future
Working with Xeppo, Netwealth is expanding its underlying client data sets and external integration capabilities to enhance our current and future technology, like our future mobile app functionality.
Wondering what to do next?
Speak with a BDM
Speak with a BDM
Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.
Contact a BDMSchedule a demo
Schedule a demo
If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.
Schedule a demo