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Launch your firm or transition clients with confidence

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Benefit from an RIA affiliate model with all of the support and none of the strings

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Find fee-only fiduciary advice and investment management

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Gain from a network of like-minded advisors working together

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Enjoy best-in-class software for RIA owners

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Guide your business to sustainable success

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Ways to Join

Emerald Enjoy total control over your firm with support when you need it

Sapphire Gain the advantages of a fully integrated, turnkey corporate RIA affiliate model

Emerald

Emerald →
Enjoy total control over your firm with support when you need it

Pricing →
One affordable subscription-based fee

Add-ons

Compliance Support →
Register your RIA and scale your program with confidence

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Tools and support for every firm and client

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Balance your books and life with this compliant solution

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Equip your firm with the right support at the right time

Add-On Pricing →
Support you need at a price you can afford

Sapphire

Sapphire →
Gain the advantages of a fully integrated, turnkey corporate RIA affiliate model

Pricing →
One monthly fee plus revenue percentage

Case Study

Brian became a Sapphire member to get the key compliance and operational support he needed, making it a breeze to transition over 50 clients while keeping his brand and independence intact
Read more →
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Starting an RIA →
Prepare and launch your independent, fee-only firm

Running an RIA →
Efficiently manage your business and client experience

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Joining Our RIA →
Discover ownership without the operational overload with XYPN Sapphire

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Featured Event

Inside XYPN Sapphire: A Q&A on Investment Management →

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Network News / Emerald (2)

Emerald

Happy 1st Birthday, XYPN!

APRIL 3, 2015

XYPN Makes it Possible

XYPN is the only advisor support platform that makes it possible for independent, fee-only financial planners to build the firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, like-minded community, and back-office and client support services.

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