Watch Xeppo's Quarterly Product Update Webinar
Xeppo's Product Specialist Costa Filippou recently provided a quarterly product update webinar to review quarter 1 and deliverables for quarter 2. You can re-watch the recording by scrolling to the bottom of this page.
Quarter 1: Feature Update
- Addition of new compliance fields
- Browser notifications
- Bulk modifying project participants
- Managing key firm contacts
Quarter 2: Preview
- Additional Fact Find fields
- Adding insurance information into Xeppo
- Syncing of insurance to Xplan
- SharePoint integration
- Additional connectors and;
- Educational series webinars to look out for.
Webinar Resources
You can download a copy of the presentation slides and/or watch the recording below
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