Featured Benefit: Technology Platform
Running a modern RIA requires the latest technology. Here’s how to get everything you need to run an efficient, cutting-edge firm -- even if you have no idea where to start to build your own tech stack.
See for yourself why 1,600+ fee-for-service advisors have joined the Network. Explore membership benefits below and download the Member Benefits Directory to learn all the perks of membership.
Technology Platform
Running a modern RIA requires the latest technology. Here’s how to get everything you need to run an efficient, cutting-edge firm — even if you have no idea where to start to build your own tech stack.
Investment Management
Get access to the platforms you need to supercharge your investment management services.
Community
Don’t have a community of your own to rely on? We’d love to invite you to join ours.
Marketing Support & Business Coaching
It’s hard to organize your business, develop a marketing strategy, and make progress every week when you’re an independent entrepreneur. That’s why XYPN members get dedicated coaches to help them reach success.
Find an Advisor Portal + Profile
Are you in front of your prospective clients? Members of XYPN are listed on our one-of-a-kind search engine used by Gen X and Gen Y to find their ideal financial planner.
E&O Insurance
Doing business comes with risks. Are you protecting yourself? When you join the Network, you’re covered with our Markel group E&O insurance policy.
Compliance
XYPN’s services around RIA compliance provide you with the tools, education, and resources necessary to serve as your own CCO.
Academy + Continuing Education
Running your own RIA takes hard work and getting the training you need to succeed is expensive. Unless you’re an XYPN member who gets free access to XYPN Academy.
NAPFA Membership
Advisors with communities, networks, and connections are more successful than those without. When you join XYPN, you don’t just get us. You get NAPFA, too.
Additional Resources
We’re always looking to add more value to our members. Benefits of membership in the Network go beyond technology discounts or compliance support. We’re here for you every step of the way.
