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Showing 1 - 3 of 3 results for "Xeppo"

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... IOOF's Wealth Central is the best new advice tech application; Astute Wheel won the best client discovery application; and Xeppo was awarded the best business management application. Investment Trends ranked advice tech providers across four main ...

Netwealth boosts profit, FUA

ANNABELLE DICKSON  |  WEDNESDAY, 17 FEB 2021
... the half year with an EBIDA margin of 56%. The platform provider said its strategic investment in data solutions fintech Xeppo has the potential for third party partnerships and assists in pivoting the business to a multi-disciplinary integrated wealth ...

Netwealth takes stake in Aussie fintech

ANNABELLE DICKSON  |  THURSDAY, 17 SEP 2020
Wealth management company Netwealth has announced its investment and partnership with data solutions fintech Xeppo. Netwealth purchased a 25% stake in Xeppo with the option to increase its holding to 50% in the future but noted the investment is not ...
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