Discounted software, tools, and education for RIAs
XYPN's Emerald membership is built for fee-only advisors who want autonomy without the full weight of individual software and support costs.
If you're starting your own RIA, you're likely looking for the best software and support to get your business off the ground. Over 2000+ financial advisors have used XYPN as a springboard to start, run, and grow their financial planning businesses. XYPN offers the best-in-class package to help you run your RIA profitably, with a whole host of tools and support you can lean on at a reduced cost compared to retail.
Tools, software, compliance, and education built for fee-only RIAs
Customized compliance consulting for financial planning businesses
A vibrant support network of fee-only advisors
Education and implementation resources for every phase of your firm's journey
Tools for accelerating your RIA's growth: Orion, Holistiplan, RightCapital, Wealthbox, and many more platforms
All of the business, operational, and client support services you need to succeed profitably
We make it possible for you to launch, run, and scale the firm of your dreams with complete autonomy so you can do what you love. That's right. Your best life starts here.
