Introducing the 2024 AdviceTech Competition Finalists

The newly-renamed AdviceTech Competition is headed to the 10th annual XYPN LIVE conference to put “Tools for the Modern Advicer” on center stage. 

Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients.

For most advisors, the value of financial planning is ascribed to the products they sell. However, when the result of financial planning isn’t advice but a product, it’s easy to see why investing in an advisor's value takes second place. Our bread and butter is recognizing the incredible value that financial advisors bring to the table. 

We call for tech that reinforces the incredible value that advicers—those planners who deliver truly client-centric advice—can use to run better businesses. The applications were impressive, and our panel hand-picked six innovative solutions that empower planners to run better businesses and actively engage clients in co-creating their financial plans.

The AdviceTech Competition is your opportunity to turn the focus back to advice. Each finalist will give a seven-minute demo of their tech at XYPN LIVE on Wednesday, October 16th, allowing you to discover and implement the best new solutions in your firm. 

Say hello to the six finalists of the AdviceTech Competition: 

• CurrentClient
• FinMate AI
• Jump
• Quivr CRM
• Trayecto
• Testimonial iQ
  
  

CurrentClient

CurrentClient is a client and prospect communication tool built specifically for financial advisors. Syncing to your CRM, CurrentClient allows for compliant texting, including team conversations, mass texting, SMS surveys, auto-responses, and more, all with an elegant user interface. More than just an archiving solution, it’s a fully integrated conversation inbox for SMS.

FinMate AI

FinMate AI is the only AI Notetaking assistant for Financial Advisors built by Financial Advisors. Save time and energy by having FinMate take notes based on advisor-specific meeting types (including Discovery, Review, etc.…) and gain deep insight into the mood of your clients' meetings. Simplify workflows with built-in sharing and forwarding options and deep integrations into CRMs. Rest easy on data security and privacy with its proactive data deletion and strict no training/learning policies.

Jump

Jump's software enables the AI-enhanced client meeting cycle, helping advisors cut meeting admin time by up to 90% and elevating the client and advisor experience. Jump puts pre-meeting prep, CRM updates, audit-friendly meeting notes, financial planning data extraction, tasks and workflows, client recap emails, and more on AI autopilot - all in the advisor's individual style. Jump was recently named by XYPN Ops as the "Best Fit for the XYPN Tech Stack and Best Customizations," highlighting Jump's ability to match AI outputs to the advisor's style and the deepest integrations with Wealthbox, Redtail, Google Workspace, Zoom, Google Meet, and more. Show up prepared with the personal touch and be 100% present with clients while Jump's AI notetaker captures virtual and in-person meetings. Jump's technology has been recognized as the leader of the emerging Advisor AI Meeting Assistant category by Josh Brown, XYPN, FutureProof, and the Wealthies.

Quivr CRM

Quivr is a CRM built by financial planners for financial planners. Quivr's mission is to maximize advisor efficiency without letting the quality of service for your end client drop an inch.

Trayecto

Trayecto is a co-pilot who navigates life and builds wealth. The first choose-your-own-adventure personal finance software empowers planners to do intra-year modeling with dynamic tax projections that identify tax under-withholding with each iteration of the plan. The perks:

• Help clients be better allocators of after-tax capital and manage concentrated positions like modeling NSO and ISO exercises (including AMT) and tax-optimized sale strategies for company stock. 
• Wow, clients and prospects with a modern tool that differentiates your offering.

Testimonial iQ

Developed specifically to meet the unique regulatory needs of the wealth management industry, Testimonial iQ helps financial advisers grow their businesses through compliant social proof. With it’s white-labeled software, advisers are able to generate client feedback and Google Reviews while Compliance teams maintain end-to-end oversight over the entire process. Advisers can send unlimited custom feedback requests, track response rates in real-time, and create testimonial-based marketing content with just a few clicks.

Getting the word out about groundbreaking tech that will transform the industry is no easy feat. That’s why we’re on a mission to kick-start the awareness of these innovative solutions and give them a strong foothold within our Community of real financial planners.

Meet the rest of the XYPN LIVE 2024 exhibitor line-up and if you haven't already, be sure to grab your pass—it's not too late!

Join us and discover the best new ways to serve your clients. We’ll make the introductions.