build a better experience
Back Office Solutions & Growth Accelerators
Choose the right amount of support you need to get from where you are to where you want to be—affordably.
Whether you need a strategic boost or hands-on help with the day-to-day, our Emerald and Sapphire paths offer the right level of support to meet you where you are—and move you forward. From systems and structure to scalable growth tools, we help you add value for clients, reclaim your time, and gain momentum toward what matters most.
Savings
Spend less time and earn more money with outsourcing support
Support
Find exactly the right expert, resource, tool, and solution you need
Connection
Plug into a community of experts and advisors working together for your success
Continuity
Seamlessly transition your business to a fee-only structure, to a partner, or to another firm
Added Value
Feel your client’s appreciation when you improve their experience and increase profits
Confidence
Get the answers you need quickly so you can feel better about the advice you give
1,500
Compliance number
45%
Business support number
2,000+
Viability Number
Terri Spath, CFA, CFP® | Zuma Wealth |
XYPN Member since 2021
I plugged in some questions into the forums and I got all these great answers. It's a resource that has exceeded any sort of expectations that I had. And on top of that, it's allowed me to grow my firm much more confidently and much more quickly than I would have under any other circumstance.”
Terri Spath, CFA, CFP®
Zuma Wealth
$7,824
Emerald member average annual savings on benefits
90%
Members reporting "High Satisfaction" with their XYPN experience
RIA-lity Check
Get your RIA report card on management, engagement & morale—see where you stand and fix the friction.
Take the Quiz →
Stories from real advisors ↘
The Power of Niche How Cathy Curtis Grew a Highly Profitable and High-Touch Solo Practice
CASE STUDY
The Power of Niche
How Cathy Curtis Grew a Highly Profitable and High-Touch Solo Practice
Financial Planning With a Purpose How Tara Unverzagt streamlined her systems to scale a firm she loves
CASE STUDY
Financial Planning With a Purpose
How Tara Unverzagt streamlined her systems to scale a firm she loves
Add Value & Focus on What You Love
Solutions Designed to Support You
Your clients will thank you for it
Do what you do best and leave the rest to Emerald Support Services: Books, Compliance, or Invest. Or leave all your back-office compliance and business burdens to Sapphire, your corporate RIA solution. Get the outsourcing you need so you can add value and serve your clients better.
Emerald Support Services & Kits
Bookkeeping
Bring balance to your books, business and life with the bookkeeping solution for fee-only advisors
Compliance
From RIA registration and ADV updating to managing your ongoing compliance program, your team of experts is with you every step of the way
Investment Management
Enjoy asset management that manages itself with a TAMP designed to support every client and goal
Sapphire
Plug-and-Play Compliance, Back-Office, Client & Custodian Management
Join the only corporate RIA that provides all of the support with no strings attached.
Your business, data, clients, and brand belong 100% to you.
Learn more →
“Sapphire helps me focus on serving clients and growing my business. It’s like having an extra employee who takes care of the stuff you don’t want to do, with a cost that scales perfectly as your company grows, without the employment headaches.”
Ryan Johnson, CFP®, BFA™
Advisor Success
Make your firm more efficient, grow your business, or scale your resources with the experts, tools, solutions, community and resources that level up every aspect of your professional and personal life.
XYPN Academy
Manage, grow, and scale your business with proven pathways of virtual and on-demand training, workshops, and educational resources including CFP® Continuing Education (CE) Credit Courses.
Network
Plug into round-the-clock resources for quick answers through the Member Forums and Directory or for ongoing support through Mastermind and Open Groups.
Coaching
Get the guidance and tools you need to move from blocked to bankable from experts and your peers with Drop-in Coaching, Office Hours and Virtual Event Programming—so you can move the needle in ways that matter.
In-Person Events
Find your people and level up your business at XYPN LIVE, XYPN Retreats and local meetups.
Resources
Set Yourself Up For Success With These Tools & Resources
XYPN | Marketing Pillar Page | Entrance
Comprehensive RIA Marketing Plan & Strategies for Financial Advisors
Create Onboarding Efficiencies for Better Client Engagement with fpPathfinder, Wealthbox, and RightCapital