Client Engage Pack

Xeppo Client Engage Resource Guide

Net Worth App

• Net Worth Report Introduction
• Explanation of terms (Net Worth)
• First time setup (Net Worth App)
• Activating Groups (Net Worth App)
• Bulk updating of Net Worth Data
• Report Preparation (Bulk and Fine Tune features)
• Snapshots
• Disabling a Xeppo Group (Net Worth App)
• Automated Rules (Net Worth App)

Moneysoft App (inc Client Portal examples)

If you elect to connect Moneysoft then the following videos will help you through.

• Overview of Moneysoft App
• Connecting Moneysoft accounts to your Xeppo portal (Client Friendly)
• Turning off Moneysoft account notifications
• Moneysoft Terms of Service (and Privacy Policy)
• Getting Ready (Moneysoft App)
• Configuring Xeppo Client Access for Moneysoft