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Xeppo Support Centre
Xeppo User Guide
Add & Manage Client Details in Xeppo

Add & Manage Client Details in Xeppo

Introduction to the Client Profile
Add a Client in Xeppo
Managing Income & Expenses against Clients
Viewing and Managing Insurance Policies against Clients

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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