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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
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SEAMLESS TECH STACK

We integrate with the best software

Xendoo connects with leading platforms to streamline your workflow, boost accuracy, and deliver data-driven insights into your financials.
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Financial clarity at your fingertips

Scale your business with confidence.

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  • No Onboarding/Setup Fees
  • Weekly Bookkeeping by 🇺🇸 team
  • Data Driven Dashboard
  • 24/7 Access via Xendoo App