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 all in one month!
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 our Power and Platinum Launch Kits and in the Member Portal.
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.
All-In-One Software System Setup
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Cover expectations with your Advisor Success Consultant, who will also confirm system access, establish meeting cadences that work for you, discuss your client service model & basic marketing goals, and deliver your new Software Systems Plan for implementation
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Provide clear and impactful value to your clients with a Client Service Model Template designed for you that sets the tone for your meeting cadence, your newsletter content, and the services you provide
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Enjoy having your email structured for efficiency and growth with a support email complete with email signatures, logos, Calendly links, and basic client communication email templates.
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Make financial planning profitable with AdvicePay, the industry-leading platform for managing billing, payments, and compliance in fee-for-service financial planning
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Your Advisor Success Consultant implements best practices for your client file tree structure, file naming, and basic business folder setup
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We’ll help you maximize the power of Calendly by creating automations, follow-ups, and more
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Tools and checklists equip you to confidently answer client “can I” questions, anticipate their needs, and build unshakable trust in your advice.
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Receive a customized Client Agreement Template with your logo, welcome page, and details to send to clients to review and sign
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Includes task template creation, logo integration, link creation, and file tree sharing set up
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Efficiently monitor your compliance tasks by accurately recording your actions with detailed compliance logs that can be uploaded to Smartria.
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Includes: tags and report template creation, field customization, task templates, notes templates, and workflows for client onboarding
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We’ll help you keep compliance reporting simple by setting up the all-in-one archiving solution for email, website, and social media, built for financial advisors
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You’ll receive How-To Guides that walk you through the customized features, workflows, and processes set up for you and how to use them