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XYPN Ops

Your business solutions partner

360° solutions for your business—that fit your business.

We alleviate the burdens of business management so you can focus on doing what you love

Created to go way beyond daily task-mastering, XYPN Ops is designed to be the partner you need to help grow your firm from where you are to where you want to be—even if that’s just on vacation. To get you there, we’ve curated a team-structured offering that provides you with 360° solutions for your business—that fit your business.

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Trusted Partnership with XYPN Ops

You've got challenges, we've got Solutions

Our Solutions

We are problem solvers. With over 200 capabilities, we have a Solution for whatever challenges you. Together we'll develop a plan that identifies what we need to solve for and the Solution that fits. Your plan can expand, contract, or end depending on your needs. Have a unique problem you're not sure if we can solve or maybe need help figuring out just what your problem is?

We're standing by to work it out together →

Cataylist Assist

Limited offering

Up to 4 Assists

Mix and Match Any Tasks We Do

Up to 8 Assists

Mix and Match Any Tasks We Do

All In Assists

Mix and Match Any Tasks We Do

Your Compliance

SmartRIA Tasks
Annual ADV Updates
Compliance Log Creation & Maintenance
IPS Preparation

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Your Marketing

Monthly Newsletter Management
Vlog and YouTube Management
Client Facing Document Refresh
Website Update
Social Media Management
SEO Optimization
Email Drip Campaign Creation
Lead Magnet Creation
Social Media Account Setup

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Refine Messaging & Copywriting
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Blog Creation
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Your Service Model

Client Service Calendar Creation
Implement CRM Workflows
Systematize Client Meetings
Meeting Prep
Meeting Notes & Follow Up
Client Onboarding
Best Practice Recommendations & Implementation
Pricing and Fee Structure Consultation
Surge Preparation & Support
Calendly Management

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Your Client Needs

lient Communications Calendar
Communication Templates 
Manage Client Data
CRM Clean Up
Client Celebrations Calendar 
Client Gift Management
Quarterly Performance Reports
Billings and Invoice Management

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Your Custodial Needs 

Best Practice Recommendation and Implementation 
Roth Conversion 
Rollover Disclosure Form
New Account Openings
Meeting Notes & Follow Up
QCDs
Beneficiary Change 
RMDs
NIGO Management

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Your Business & Back Office Support

Your Business & Back Office Support
General Human Resource Support (Employee Handbook, Job Descriptions, Measurables, etc)
KPI Identification and Dashboard Creation
Develop Organizational Chart
Build SOPs
Create Knowledge Banks and Training Materials
CE Credit Management
Quarterly Project Management 
90 Day Goal Strategization
Profit and Loss Data Analysis

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Your Tech Stack, IT, and Process

Manage Cybersecurity Plan
Direct Integration Automations
System Optimization
Cross System Integration
Workflow Creations
Scheduling System Management (Calendly, ect.)
File Management
Vault Management
Financial Planning System Optimization and Data Entry
Cost Benefit Analysis for System Options

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Compliance

SmartRIA Tasks
Annual ADV Updates
Compliance Log Creation & Maintenance
IPS Preparation

Marketing

Monthly Newsletter Management
Vlog and YouTube Management
Client Facing Document Refresh
Website Update
Social Media Management
SEO Optimization
Email Drip Campaign Creation
Lead Magnet Creation
Social Media Account Setup
Messaging & Copywriting

Service Model

Client Service Calendar Creation
Implement CRM Workflows
Meeting Prep, Notes & Follow Up
Client Onboarding
Best Practice Recommendations & Implementation
Pricing and Fee Structure Consultation
Surge Preparation & Support
Calendly Management
Client Communications Calendar & Templates
Manage client data & CRM clean-up
Quarterly Performance Reports
Billings and Invoice Management

Custodial Needs

Best Practice Recommendation and Implementation 
Roth Conversion 
Rollover Disclosure Form
New Account Openings
Meeting Notes & Follow Up
QCDs
Beneficiary Change 
RMDs
NIGO Management

Back Office Support

Human Resource Support
KPI Identification & Dashboard Creation
Build SOPs
Knowledge Banks and Training Materials
CE Credit Management
Quarterly Project Management 
90 Day Goal Strategy
Profit and Loss Data Analysis

Tech, IT & Process

Manage Cybersecurity Plan
Direct Integration Automations
System Optimization
Cross System Integration
Workflow Creations
Scheduling System Management
File & Vault Management
System Optimization & Data Entry
Cost Benefit Analysis for System Options

Subscription Plans

Please note all clients are subject to $2,900 onboarding fee. 

Kick Start

Up to 15 hours per month

Weekly meeting, production support, and quality assurance from a dedicated Service Coordinator

This is a limited offering

$1,545 per month

Core Solutions

Up to 10 hours per week

Weekly meeting, production support, and quality assurance from a dedicated Service Coordinator for up to 1.5 hours

Approximately 8.5 hours of time on tasks

Turnaround time on a task-by-task basis

$3,124 per month

Advanced Solutions

Up to 15 hours per week

Weekly meeting, production support, and quality assurance from a dedicated Service Coordinator for up to 2 hours

Approximately 13 hours of time on tasks

Turnaround time on a task-by-task basis

$4,352 per month

All-In Solutions

Up to 20 hours per week

Weekly meeting, production support, and quality assurance from a dedicated Service Coordinator for up to 3 hours

Approximately 17 hours of time on tasks

Turnaround time on a task-by-task basis

$5,356 per month

Your Business Solutions Partner