Financial Advisors:Money management that counts.

Xero provides you with the tools you need to proactively and positively advise your clients, helping them meet their financial goals.

Xero makes it really easy for us to help our clients and give them control about what they want to spend their money on.
Steve Crawford
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All in the cloud

Xero creates a complete picture of client financials by bringing together bank feeds, budgeting and spending info that can be accessed anytime, anywhere.

Higher value services

Get a real-time view of your clients finances at your fingertips, and upgrade from offering retirement investment products to developing smart money management strategies.

Show your true value

Xero makes it easy to keep track of where you have added ongoing value to your clients, by keeping an audit trail of what has taken place within the app.

Xero add-ons

We partner with other software providers so you can tailor full software solutions for your clients

Compliance platforms

We integrate with compliance platforms so you can create a full software solution for your firm.

  • XPlan
  • COIN
  • Midwinter Advice OS
  •  Midwinter Reasonable Basis
  • Advisor Logic

Partner with us

Partnering with Xero lets your clients get the most from your expertise and experience.
Together, we can make small business better.