OUR SOLUTIONS

XOMO delivers an integrated suite of solutions designed to simplify wealth management for advisers, accountants, and their clients. From rapid onboarding to compliance-first administration, every service is built to save time, reduce costs, and improve client outcomes.

CHOOSE YOUR TRACK

Customized plans for every industry sector

Onboarding & Transitions

We make client setup seamless with same-day onboarding for individuals, companies, and SMSFs. Our automated transitions reduce paperwork and ensure data is securely migrated, saving weeks of manual work.

Managed Accounts & Portfolios

XOMO offers transparent, tax-smart portfolios and managed account solutions. With automated rebalancing and CGT-aware strategies, advisers can deliver better after-tax outcomes and scalable investment management.

Compliance & Administration

Compliance is built into everything we do. From SMSF administration and audit-ready reporting to real-time regulatory checks, our platform reduces risk and ensures practices remain aligned with AFSL and ASIC requirements.

Adviser & Client Tools

We provide advisers with modern tools — CRM, analytics, cash management, and client portals — to enhance engagement and practice efficiency. Flexible service models (Do It Yourself, Do It With Me, Do It For Me) ensure the right fit for every practice.

We're good with numbers

50,000

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3.4 Million

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100,000

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Ready to get started?

Talk to our team and see how XOMO can simplify wealth management for your practice.