Get set up for success

Kick-Start Tech Setup

Imagine having your RIA's software, workflows, processes, email, and filing systems set up and integrated with XYPN's start-up tech stack for you—in a fraction of the time it would take you to do it all by yourself

Partner with an expert who understands your unique needs and has the capabilities to streamline your practice so you can focus on building your client base, serving them, and generating revenue faster. 

Offered in the Power and Platinum Launch Kits and in the Member Portal.

Grid-rect Jennifer-Kang-JWK-Financial-1

 

Jennifer Kang, CFP® | JWK Financial |

XYPN Member since 2021

 

Software System Setup & Training

Get a leg up with configurations, consultations and training on the systems and workflows strategically designed to automate and accelerate your firm's growth

Client Management & Engagement

Manage your client relationships seamlessly throughout their lifecycle with the tools and processes that convert and keep clients engaged.

Compliance Management & Reporting

Effortlessly stay on top of your compliance tasks, archiving and reporting requirements with automated tools and workflows.

Find out which Launch Kit will set your RIA up for success

Get started ↗
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All-In-One Software System Setup

Kick Start Your RIA