Technology

UNPRECEDENTED ACCESS

Power up With Orion

High-performance portfolio management configured to fit any firm

Leverage Orion’s suite of tools to manage reporting, billing, trading, and client experience. Now offered exclusively to XYPN members with pre-built pathways and built-in support, you get enterprise-level power configured to fit your firm. Whether you’re starting out, focused on performance reporting, need help streamlining billing, or are running complex trading workflows, there’s a tier designed for you.

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Capitalize On Every Possibility

Offer smarter tax planning

Easily add simplified, scalable tax planning with Holistiplan's complete suite of tools to save time, add depth to your advice, and win clients faster. Holistiplan Premium Tax Planning (up to 15 Households) is included with XYPN Membership, with discounts up to 60% on additional households. Members also receive Holistiplan Insurance Planning at a 33% discount.

Deliver richer financial planning →

Transform complexity into clarity

Make financial planning a breeze

Modernize your approach to financial planning and help clients visualize their financial futures with RightCapital. Get comprehensive, user-friendly tools designed to simplify sophisticated planning. Get RightCapital Basic included in XYPN Membership (and deep discounts on Premium and Platinum).

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Simplify your compliance

Automate and scale your compliance program

Manage your compliance program effortlessly, saving time and money so you can focus on doing what you love—not what you don't. Get Smartria Basic included with XYPN Membership with discounts on additional licenses. 

Control compliance →

Streamline, automate, enhance

Seamlessly connect with clients and prospects

Purpose-built for financial advisors, Wealthbox is the intuitive and easy to use CRM for modern advisors. Get the full picture of your clients with contact management, automated workflows, and deep data insights, all integrated with ease your favorite financial planning tools. Enjoy full access to Wealthbox Basic included in XYPN Membership with discounts on Pro, Premier, and additional licenses. 

Engage clients easily →

Allen Mueller, CFA, MBA | 7 Saturdays Financial |  

XYPN Member Since 2022