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Xeppo Support Centre
Xeppo User Guide
Views

Views

Introduction to Views
Creating Efficient Views for Groups and Clients
Creating Efficient Views in the Activities and Sales App
Managing your Saved Views
Creating Consistent Views using the Me Filter

Xeppo is a world-first tool for financial advisors, business advisors and accountants. Xeppo provides a complete view of all of a client’s moving financial parts in a single dashboard, even if they are stored in separate specialist systems, enabling advisors to build stronger client relationships and drive business growth.

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