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Cynthia Meyer, Real Life Planning-3-1


Cynthia Meyer, CFA®, CFP®, ChFC®
Real Life Planning |

XYPN Member since 2022
RIA software that powers your success

Technology

Curated, vetted, top-tier technology solutions, done. 

Your included and discounted tech stack is designed to simplify and minimize operational challenges for RIA owners so you can concentrate on what you do best.

Just Announced at LIVE

Explore What’s Next for the Network ↗

IncomeLab_Logo_Horizontal-Primary-Blue
Explore the choices ahead

Make complex planning easier to understand

Build financial plans and show clients how changes in spending, retirement timing, taxes, and markets could affect their future with Income Lab. Get Core Starter included in XYPN membership, plus exclusive member discounts on Core Unlimited and Pro Unlimited.

Explore More →
Holistiplan
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 →
Wealthbox
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 →
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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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RightCapital
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).

Discover how →
smartria
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 →

Your Financial Advisor Tool Kit

Best-in-class technology curated for efficiency, client experience and scalable support 

 

Included in XYPN Membership

 
Exclusive Member Discounts
 

Additional Sapphire Tech Tools

Ready to calculate your savings? 

Check out our interactive savings calculator to see how much you can save on tech, investment, and business support solutions!

Cost Savings Calculator →
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XYPN_Grid_Blue-6 Allen Mueller, 7 Saturdays Financial_square


Allen Mueller, CFA, MBA | 7 Saturdays Financial |  

XYPN Member Since 2022
XYPN_icon_Quote
The tech stack is a tremendous value for the money, enabling us to serve more clients at a lower cost!”
Allen Mueller, CFA, MBA
7 Saturdays Financial
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!

Offered in our Power and Platinum Launch Kits and through the Member Portal, you'll 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.

Set me up →
 

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.

Frequently Asked Questions

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