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.
What This Benefit Provides You
Advisors receive a suite of technologies included in the price of membership. Instead of spending your time trying to figure out where to go to get the tools you need — or how to analyze which products are best once you find them — XYPN provides an immediate solution that takes the burden off you. We’ve put together everything you need to run your ideal business.
“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?”