Xeppo

Xeppo (formerly known as WEALTH ADVICE) is a company developing the Xeppo Sales App, which is is a plug-in created to leverage data to identify business leads and opportunities and track them through the pipeline. It enables advisors, business advisors, and accountants to find the client's moving financial parts in a single dashboard. The company offers pushing the collected and consolidated data to other business systems, such as sales and marketing CRMs or analytics tools.