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eXpd8 Client Management

eXpd8’s client management software covers all the functionality required by a broker. From client management, document management to time and billing, we’ve got it all. eXpd8 allows you to keep all of your key information in one place.

eXpd8’s simple and familiar design make it the most intuitive and user-friendly option when it comes to client management software. That’s why we have over 500 clients using our software today.

First time client management users can make a time saving of up to 60%

Features

Client Management

Client management is simple and easy with eXpd8. From the initial contact with the client to closing, archiving or deleting the file, our software enables you to have all your client details in one place.

Regulatory Compliance

Our team are committed to developing a GDPR compliant version of eXpd8 by the May 2018 deadline.

Search Functionality

Search by File Name or Account Code directly from eXpd8’s homepage. By typing in the first couple of letters into the search bar, the system will auto-select all files containing or beginning with those letters.

Scanning

The eXpd8 Scan Watcher allows you to allocate scanned items to their relevant files. Allowing you to view your post even when out of the office.

Alarms & Alerts

Create alarms and alerts on a file to ensure that you never miss a key date or a deadline.

Address Book

One centralised address book used by everyone in the office, ensures that everyone in the office has the latest contact details for all clients.

Reporting

eXpd8 has a comprehensive reporting function that provides you with options to create report on File Creation Date, Files by Owners , Categories or File Status.

Templates

One central area accessed by all users ensures only the latest version of standard templates are used.

Time & Billing

Everything you do within eXpd8 has an associated time and therefore a cost. Record your time against each activity and ensure that you never miss a billable second.

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eXpd8 Mobile App

The eXpd8 mobile app gives you access to all your firm’s information from wherever you take your mobile device.

At the push of a button, you can view your files, contacts, scanned documents, phone messages, and alarms while on the go, allowing you to connect to your office no matter where you are.

Save Time
Increase Productivity
Lower Costs

Cloud vs Dedicated Server

Depending on your firms set up and needs eXpd8 can allow you to keep your data on your own personal server or move to the eXpd8 cloud where your data is stored in Microsoft Certified data centres providing you with enterprise-level security. Our team of technical specialist can help you determine the most suitable option for you and your firm.

Request a demo now

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Please complete the form below and one of our representatives will be in touch with you shortly.

By requesting a demo, you agree to our Terms of Service and Privacy Policy.

What our clients say

Eamon Porter, Aspire Wealth Management

We have been using eXpd8 document system for 4 years and it has been a tremendous tool for us in not only storing and retrieving our scanned documents but also in storing emails, letters and spreadsheets generated around our client activities. Apart from the streamlined operation we have not created a paper file since we started using the system and out own office space is uncluttered as a result. Furthermore the ease of transmission of information and specific files to and from our clients and their own advisers has been enhanced immensely. I would strongly recommend the eXpd8 system to any business that has up to now been involved in the generation and storage of large volumes of paper based around daily client interaction”