Xeppo case study | Orient Software

Scaling the data backbone behind Xeppo's fintech platform

/ Australian fintech /

A staff augmentation ask that grew into a five-year fintech partnership

embedded specialists

years of partnership

100%

QA ownership

/ SUMMARY /

Xeppo, an Australian fintech data aggregation platform for financial advisors, needed to strengthen its engineering capability to keep pace with the technical demands of the platform. Orient Software provided a team that grew to six specialists, delivering a SharePoint-based storage integration and a major product feature, while taking full ownership of QA. Xeppo was later acquired by Netwealth, and Orient's relationship continues today.

Location

Australia

Cooperation period

2020 - 2025

Industry

Fintech

Engagement model

Staff augmentation

Services used

Web app development

Mobile development

QA and software testing

/ The situation /

A growing fintech platform outgrowing its own team

Xeppo built a platform for financial advisors, business advisors, and accountants, designed to give a complete view of a client's financial life in a single dashboard, even when that data lives across separate specialist systems. It's a positioning that speaks to real ambition: helping advisors build stronger client relationships and drive business growth by solving a fragmentation problem the industry has lived with for years. However, as adoption grew, the platform's underlying technical demands grew with it. Data aggregation and precision requirements became more complex, and keeping pace meant working in lockstep with the business, not just the codebase.

Complex data, precise demands

Xeppo's platform demanded pinpoint data accuracy, and the requirements kept growing more complex. Meeting them took a technical team strong enough to work directly with the business analyst on every detail.

Reputation and SLA on the line

Without the right technical depth in place, production issues risked going unresolved, putting the platform's reliability and its service level agreements with advisers at stake.

A fast-moving regulatory landscape

Xeppo operated in a fintech environment where government and client requirements shifted constantly, forcing ongoing updates to the technical scope, made harder by an internal gap in fintech and web development depth.

/ THE SOLUTION /

A team built to grow alongside the platform

Xeppo needed more than extra hands, it needed a team that could work inside its existing process without disrupting it. Orient took on that role, extending Xeppo's technical capability across three fronts: a growing team embedded in the day-to-day workflow, a rebuilt storage foundation, and full ownership of feature delivery and quality.

Extending the team without losing rhythm

Orient joined as a staff augmentation partner, working directly inside Xeppo’s existing Scrum team rather than alongside it. Daily catchups and two-week review cycles kept the extended team synced with Xeppo’s own rhythm, and the team grew steadily from its initial scope into six specialists covering development and QA.

Solving storage at the root

Orient researched, designed, and implemented a Microsoft SharePoint integration for Xeppo’s product, built on Microsoft Graph APIs. The solution unlocked virtually unlimited storage scalability, while keeping stored content easy to access and manage, transforming the product into a more modern, extensible platform.

Shipping features, owning quality

Alongside the storage work, the team delivered the Client Project feature, taking it from requirements analysis through implementation to final delivery in eight months, improving both product functionality and the overall user experience. Quality assurance sat fully with the Vietnam-based team, who took full ownership of the product’s quality.

/ THE RESULTS /

A fintech platform ready for whatever's next

What started as a request to reinforce a Scrum team turned into a platform-level shift. Xeppo went from a system stretched thin on technical depth to one built with far greater storage scalability and quality-assured end to end. Xeppo's technology now lives on inside Netwealth Unify, following Netwealth's full acquisition of the business, and Orient's relationship with Netwealth continues today.

team growth built on trust

What began as a small staff augmentation request for extra hands grew into a six-person team spanning development and QA, a sign of how far the partnership scaled beyond its original scope.

months to full delivery

The Client Project feature moved from requirements analysis through implementation to final delivery in eight months, improving both functionality and the overall user experience.

∞

storage unlocked by SharePoint

By building on Microsoft Graph APIs, the team gave Xeppo’s platform virtually unlimited storage scalability, with seamless access and management of stored content.

100%

QA ownership led by Vietnam

Over time, quality assurance moved entirely onto the Vietnam-based team, structured with a QA lead, a senior manual tester, and a manual tester, who together took full ownership of the product’s quality.

/ TECH STACKS /

.NET

ASP.NET MVC

/ Testimonial /

“Their personable approach allowed our teams to grow together regardless of location. They understood our needs well and took on feedback in order to consistently grow with us. The team members treated our business as theirs, enjoying our successes and striving for improvement - true care that was unexpected prior to engagement.”

Rohan Berry

CTO-CEO of Xeppo