AdvisorConnect, powered by Xendoo, gives wealth advisors, family offices, and CPA practices a secure platform to see the full financial picture of every client. Whether managing portfolio of businesses, multiple client relationships, or investment entities, AdvisorConnect delivers 24/7 visibility into profitability, performance, and financial health. Centralized, timely data strengthens relationships, drives informed recommendations, and supports growth for your clients and your practice.
Unified Client View
Access all client accounts, portfolios, and performance data in one dashboard.
Timely Insights
Monitor trends and opportunities instantly to strengthen client relationships.
Performance Benchmarks
Compare results across clients or within the same industry to identify growth opportunities.
Gray Label Branding
Customize the platform with your company’s brand for a seamless client experience.
Streamlined Reporting
Access accurate, organized data, including P&L and Balance Sheets, to simplify client updates, compliance, and results.
Portfolio-Wide Financial Visibility
Track revenue, expenses, cost of sales, net income, profit margin, and debt-to-asset ratio across every client.
Trusted Protection
Your financial data is protected with SOC 2 compliance and industry-leading security.
24/7/365 Visibility
Access your financials ANYTIME, ANYWHERE on the mobile app and desktop.
Financial Clarity Your Client Portfolio
Clients gain a full view of their financial health 24/7 through AdvisorConnect. By connecting Xero or QuickBooks Online,
they can monitor performance and make confident, informed decisions.
- Track month-to-month trends
- Monitor key financial metrics
- View P&L and balance sheets anytime, anywhere
- 24/7/365 Access to financials mobile app and desktop portal
SEAMLESS TECH STACK
We Integrate with the Best Software
Financial Clarity at Your Fingertips
Scale your business with confidence.
- No Onboarding/Setup Fees
- Weekly Bookkeeping by 🇺🇸 team
- Data Driven Dashboard
- 24/7 Access via Xendoo App
