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. XYPN’s Tech Committee is dedicated to sourcing best-in-class solutions. Many top tools are included in the price of membership, while several others are available at generous discounts by special arrangement.
“Starting a financial planning firm to serve millennials and not joining the XY Planning Network is kind of like playing hockey in tennis shoes. You could do it, but why not just get yourself a nice pair of ice skates?”