The adviser’s operating system.

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Your adviser OS — CRM, planning, portfolios, reporting—seamless and secure. Start now

FINANCIAL TOOLS

Simplify Advice & Onboarding

XOMO makes wealth management easier with fast onboarding, smooth transitions, managed accounts, and SMSF solutions.

Choose from Do It Yourself, Do It With Me, or Do It For Me — all backed by capped pricing and AI-driven compliance.

Compliance-first advice OS

Native DBFO/CAR templates, DDO/TMD gates, fee-consent lifecycle, and MDA surveillance with ASIC-style evidence screens

Tax-aware rebalancing across wrappers

Multi-entity householding (individual, trust, SMSF) with coordinated CGT minimization, franking optimisation and cashflow forecasting.

AI co-pilot (human-in-the-loop)

Drafts file notes, CARs, review packs, risk/compliance checklists; explains rationales; learns licensee rules; never finalizes without adviser sign-off

Transition Management Service

Guided playbooks to migrate from other stacks, with bulk importers, field mapping and automated QA

ABOUT US

XOMO helps advisers and accountants simplify the way they deliver wealth management. Our platform makes it faster to onboard clients, easier to manage SMSFs, and more efficient to run advice practices.

WHY XOMO?

XOMO simplifies complexity, protects compliance, and powers scale for the future of advice.

XOMO is redefining the wealth platform experience by combining rapid onboarding, seamless compliance, and scalable technology. Unlike legacy providers, we focus on SMSFs and non-retail clients first — delivering speed, transparency, and cost savings that advisers and accountants can pass on to their clients.

Integrated Platform

XOMO combines onboarding, accounts, SMSF admin, cash, compliance, and client tools in one seamless system. Simple, connected, and built to scale with advanced features like AI compliance and tax-smart rebalancing.

Partnered for Scale

XOMO grows with your business, aligning revenue stability with sustainable pricing and sticky client relationships. Our platform and services expand as your practice evolves.

Future-Proof Roadmap

XOMO evolves in phases, from fast onboarding to AI-driven compliance, analytics, and tax-smart rebalancing. Built to keep advisers ahead of client needs and regulatory change.

ALWAYS CONNECTED

AI-Driven Compliance

Automated monitoring, document checks, and full audit trails reduce risk and keep practices aligned with regulations.

Digital Onboarding

Transform client setup with same-day onboarding and seamless transitions. Individuals, companies, and SMSFs can be up and running in hours, not weeks.

Tax-Smart Portfolios

Automated rebalancing and CGT-aware strategies ensure portfolios are efficient, compliant, and optimised for after-tax performance.

Ready to get started?

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