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Every year at our annual national conference, XYPN LIVE, we pride ourselves on offering a different kind of Exhibit Day. And now that our conference has moved online, our Exhibit Day will definitely be different...even for us. But that doesn't mean we're any less excited. In fact, it's safe to say we're more excited than ever about our XYPN LIVE 2020 exhibitor lineup, which features 45 companies that proudly provide financial advisors the solutions they need succeed.
Without further ado, meet our XYPN LIVE 2020 exhibitors:
Association for Financial Counseling & Planning Education® (AFCPE®)
Our mission:
AFCPE® ensures the highest level of knowledge, skill, and integrity of the personal finance profession by certifying, connecting, and supporting diverse and inclusive professionals who positively impact financial security for all communities.
How we help advisors:
We provide access to high quality, trusted certification, training, research, and resources that can support your work and strengthen your impact. We are also a diverse and inclusive community made up of professionals from across the financial continuum, including financial counselors, educators, coaches, planners, and therapists.
AFC® certification can benefit XYPN attendees in many ways. We encourage advisors to:
Build referral relationships with an AFC®
- Employ an AFC® in their practice
- Be a one-stop-shop by having someone on staff who is focused on helping clients who may need financial education or cash flow organization support
Get dual certified
- To enhance your communication skills
- To increase your ability to work with a broad range of clients supporting multiple touch points of a client's financial life
AFCPE Membership is an affordable way to expand your network while providing new professional development opportunities, field research, and resources.
AFCPE’s Essentials courses provide specialized training and our College Finance Essentials and Financial Inclusion Essentials courses are both pre-approved by the CFP Board for 2 CEUs.
AFCPE’s annual Symposium (virtual and lower cost this year!) includes sessions approved for CFP CE.
What we want advisors to know about us:
- We are highly responsive and customer-service driven
- We are extremely passionate about diversity, equity, and inclusion
- We believe that everyone deserves financial security and success
Why XYPN LIVE 2020 attendees should "stop by" our booth:
AFCPE provides access to high quality, trusted certification, training, research, and resources that can support your work and strengthen your impact.
What we're most looking forward to at XYPN LIVE 2020:
We are excited to meet new people and learn about the challenges that financial planners and their clients are facing during COVID-19. We also look forward to building mutually beneficial partnerships, and sharing the ways that AFC® and CFP® professionals can work together.
Connect with AFCPE:
AdvicePay
Our mission:
To expand access to real financial planning for people who don’t already have assets to manage by providing compliant payment processing to facilitate fee-for-service billing.
How we help advisors:
Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly—all through the AdvicePay system.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with AdvicePay:
Alliance of Comprehensive Planners
Our mission:
Provide a philosophically united community for fiduciary advisors to share their wisdom in order to build exceptional financial planning practices, transform client lives, and grow client wealth.
How we help advisors:
The Alliance of Comprehensive Planners (ACP) is a dynamic community of fee-only financial advisors committed to working in their clients’ best interests. ACP members are innovators in retainer-based, tax-focused, comprehensive financial planning. Whether you are building a new practice or transforming an existing one, our proven model—the ACP System™—enables you to be a more effective financial planner and a more successful business owner.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with the Alliance of Comprehensive Planners:
Bridge Financial Technology
Our mission:
Bridge’s mission is to be the API-driven backbone of Wealth & Asset Management that helps firms flourish in spite of fee compression by simplifying and automating costly back office processes and surfacing relevant, actionable client insights. Deliver software for financial advisors that automates low-value work and empowers and improves their ability to execute high-value work, driving positive outcomes and financial security for investors. Our vision is to provide technology that builds a better advisor.
How we help advisors:
Bridge’s Portfolio Management Software Atlas helps advisors:
- Reduce time spent on monthly/quarterly billing to just 5 minutes
- Ensure billing processes are compliant and accurate
- Generate client reports in seconds
- Create clear, impactful reports that build client confidence
- Ensure data stays accurate and in-sync across systems
- Eliminate the need for manual account reconciliation
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Bridge is excited to offer a modern, best-in-class portfolio management solution backed by the support of a hands-on team of technology experts to help advisors run better, more efficient firms at a fraction of the cost of other competitors.
Our advice for navigating a virtual exhibit hall:
Connect with Bridge Financial Technology:
Capitect
Our mission:
Modern performance reporting, billing, and rebalancing for advisors.
How we help advisors:
We make it very easy and affordable for advisors—especially those starting out—to report on performance and asset allocation, bill on custodian and held-away accounts, and rebalance towards personalized portfolios per client.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with Capitect:
Collaborative Planning Group
Our mission:
To elevate the behavior of the insurance professional when working with financial advisors.
How we help advisors:
The goal at Collaborative Planning Group is to behave in a manner that supports your fiduciary stance. We provide life, disability, long-term care, and annuity solutions that integrate with the plan professional advisors put in place. Planning drives the insurance need; provided solutions should only improve either emotional and/or mathematical goals.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Every client has risk management needs, wouldn’t you like a partner built for you to manage and control any solution they need?
What we're most looking forward to at XYPN LIVE 2020:
Connect with Collaborative Planning Group:
Dimensional Fund Advisors • National Sponsor
Our mission:
At Dimensional, we aim to change the way people think about investing. The assets we manage represent more than shares in a portfolio. That money represents the savings, sacrifice, and dreams that investors have entrusted to us. We look to that responsibility to guide us in delivering transparent, reliable investment solutions.
How we help advisors:
The value of the right financial advisor cannot be understated. For too many families and individuals, investing is a daunting component of their broader financial plan. A partnership with Dimensional can help advisors focus on their clients’ goals and values, with the knowledge that their clients are getting an investment experience they can stick with in good times and bad. Advisors who work with us generally characterize our support team as an extension of their own team, and an insightful sounding board for best practices and their ideas. The ways in which we work with advisors include sharing resources and insights on investments, effective communication with investors, and best practices for the advisor’s business strategy. Ultimately, an advisor can seamlessly combine financial planning and investment management into a robust and compelling offering that appeals to his or her investor demographic.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
XYPN LIVE assembles some of the best providers out there for advisors to deliver the best experience to their clients. As you navigate the virtual Exhibit Hall, we suggest thinking creatively about how the different offerings you explore can come together in a truly cohesive experience for your client, bringing them peace of mind every day.
Connect with Dimensional Fund Advisors:
Elements®
Our mission:
Our mission is to design and uphold the standard for comprehensive, behavioral-focused financial planning. We envision a world where financial advisors are empowered to help clients embrace the habits of holistic financial health and live their present lives to the fullest.
How we help advisors:
The Elements Financial Planning System™ gives you a methodology, all the tools, and coaching, you need to deliver comprehensive, behavior-focused financial advice to your clients–with so much less headache.
Set Yourself Apart Your clients will love the beautifully designed reports, frequent low pressure communication, and intuitive mobile app. This is a planning system your clients will actually want to use!
Spend Less Time Don't reinvent the wheel. The EFPS will make it easier and faster to organize, analyze, and advise your clients. And that efficiency means capacity for more clients or just more time for yourself.
Show Your Value Never leave your clients wondering what you do for them! With the EFPS, your value is continually reinforced and clients will thank you for increased visibility into their financial behavior.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with Elements®:
eMoney Advisor
Our mission:
Helping people talk about money.
How we help advisors:
Our commitment to enhancing the financial planning experience goes beyond building a comprehensive wealth management platform. As a leader in the industry, we create products and services that help financial professionals become better planners and serve clients with diverse needs. Our solutions enable financial professionals to deliver more personalized advice and help clients realize their financial goals.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with AdvicePay:
Emotomy
Our mission:
We’re on a mission to help financial advisors win the hearts and minds of their clients by digitalizing the way they work and providing the tools to build better investments.
How we help advisors:
Emotomy is an institutional-caliber digital investment platform that lets financial advisors easily personalize and brand their advice – at scale.
What we want advisors to know about us:
Emotomy’s philosophy is rooted in the belief that technology should empower people, not replace them. It rests upon the notion that the best technology is no substitute for the human element – and investors are best positioned to reach their goals when working alongside a financial advisor.
Why XYPN LIVE 2020 attendees should "stop by" our booth:
With Emotomy’s powerful portfolio engine, paperless automation, seamless integration with custodians and management oversight feature, advisors are able to spend more time enhancing the client experience and less on administration.
What we're most looking forward to at XYPN LIVE 2020:Looking forward to meeting XYPN advisors and getting the chance to explore how Emotomy can help them.
Envestnet MoneyGuide
Our mission:
We believe financial professionals need solutions, not obstacles, and that financial conversations are the foundation of a strong business model. This is what continues to drive us to create award-winning software products with the philosophy that everyone needs and deserves a quality financial plan.
How we help advisors:
Whether you are an independent advisor or part of a large firm, MoneyGuide scales to meet your needs, with software that provides goal-based financial planning solutions and smart assumptions to help you navigate the complex financial elements of your clients’ lives.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with Envestnet MoneyGuide:
FA Bean Counters
Our mission:
To prepare financials in accordance with what state regulators need and allow firm owners to focus on what they do best: working with clients.
How we help advisors:
We help advisors by freeing up their time. We handle the bookkeeping tasks that are easy to get off their plate and outsource to the pros.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
FeeOnlyNetwork.com
Our mission:
Our mission since 2012 has been to raise the visibility of fee-only advisors, individually and collectively. We support and amplify the messages of our 4 partner organizations: NAPFA, XY Planning Network, Garrett Planning Network, Alliance of Comprehensive Planners.
How we help advisors:
A profile on FeeOnlyNetwork.com becomes the most comprehensive, connected, and influential page about the advisor on the internet. The profile page strategically links information that demonstrates credibility and expertise like affiliation profiles (XYPN, NAPFA, etc.), designation profiles (CFP, CPA, etc.), social media, blog, media mentions, media quotes, community involvement and more. This feature makes all information, including the advisor's website, more visible in Google and accessible to prospects and clients. In addition, FeeOnlyNetwork.com is among the most visible and used Find-A-Planner services generating over 550,000 advisor profile views each year.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
Connect with FeeOnlyNetwork.com:
FiComm
Our mission:
At FiComm, our mission is to expand the impact of financial advice by leading human-centered business change.
How we help advisors:
We help our clients transform to a New Skool marketing + PR mindset (in the really old school world of finance) so they can enjoy commercial success. The New Skool is all about alignment and authenticity. By helping financial advisors get really clear on their Why + Who, we can drive meaningful connection and engagement, and ultimately, growth.
What we want advisors to know about us:
We are the champion of the RIA. We bring a disciplined marketing + PR process and mindset to our clients so they can drive toward new revenue, new households and greater enterprise value.
What we're most looking forward to at XYPN LIVE 2020:
Sharing our New Skool approach to marketing and communication through advisor education and coaching. Designed for the ambitious, heart-driven advisory firm, our series of virtual workshops cover DIY video, growth strategy and podcasting.
Our advice for navigating a virtual exhibit hall:
Engagement is key to getting the most out of a virtual event experience. Ask questions, dig into exhibitor materials and commit to making the most out of attending remotely.
Connect with First Ascent Asset Management:
First Ascent Asset Management
Our mission:
To help advisors grow their businesses by providing outstanding portfolio management outsourcing services for a low, flat fee.
How we help advisors:
We bring excellence in portfolio management to their clients and the "weight" of our investment committee to the advisor's firm. We free up advisors to focus on areas where they can add the most value. We support advisors with consulting and other services that make their firms stronger and their lives easier.
What we want advisors to know about us:
- We won the WealthManagement.com Industry Award in the TAMP category (2018)
- We won the WealthManagement.com Industry Award in the ETF Strategist category (2019)
- We were #1 in client satisfaction in the TAMP and Online Portfolio Management Tool categories in the 2020 T3/Inside Information Advisor Software Survey.
- You won't find a TAMP that cares more about you and your firm than First Ascent.
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Attendees will discover that outsourcing portfolio management is easy, affordable, and rewarding for advisors and their clients.
What we're most looking forward to at XYPN LIVE 2020:
To "see" our many friends at XYPN and to make new ones.
Connect with First Ascent Asset Management:
FP Alpha
Our mission:
As the son of industry trailblazers in the fee-only space, creating change and shaping the future of the financial advisor profession is in FP Alpha’s Founder, Andrew Altfest’s blood. He set out to develop an empowering technology solution to help advisors provide comprehensive financial planning recommendations to clients, efficiently. Andrew, along with a team of expert AI engineers and top subject matter experts within tax, estate, insurance, and lending, created FP Alpha’s patent pending technology.
How we help advisors:
FP Alpha’s advisor-driven platform integrates seamlessly into the many stages of the financial planning process and is complementary to the retirement planning software in your tech stack today.
- Document Upload Automation: The tool uses AI to “read” documents such as estate documents, tax returns and insurance policies, therefore reducing the burden of time-consuming manual tasks traditionally done by the advisor.
- Access Insights from Industry Specialists:Through the recommendation engine, advisors can access insights from 40 Subject Matter Experts, such as estate attorneys, CPAs, and insurance specialists, advising across 17 financial planning disciplines, which allows them to broaden the scope of their practice without taking on additional resources, all while delivering more detailed and thorough plans to their clients.
- Customized Client Reports and Tools: Advisors can deliver to their clients, a personalized and actionable plan, coupled with client engagement tools, allowing advisors to demonstrate their value beyond investment management, enhance the overall client experience and justify their fee.
- Manage the Plan Workflow: By utilizing the tool’s task manager component, advisors can edit, prioritize and organize the opportunities identified to finalize and implement their recommendations to the client to ensure proper execution of the completed financial plan.
What we want advisors to know about us:
Today, there is a significant void within the financial planning aspect of wealth management. There is no way for advisors to offer a truly comprehensive wealth management experience for their entire client base. At best, many rely on extensive spreadsheets and checklists, which are simply inefficient and are holding firms back from reaching their desired levels of success. Our goal is to reimagine the philosophy that financial planning is a loss-leader and to provide a tool that makes this service easier to deliver impeccably — at a more profitable rate for the advisory community.
FP Alpha, which launched in late February 2020, complements planning software already in advisors’ tech stacks. Advisors currently using FP Alpha have reported instant improvement in their overall efficiency, profitability, and client experience. These practice-changing results are just the beginning and we look forward to talking with many of the XYPN attendees on how FP Alpha can help them grow their practices.
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Since FP Alpha launched in Feb 2020, we have had limited opportunity to engage with advisors during conferences, live or virtual, so we are looking forward to connecting with and talking to the many advisors attending the event. We hope to demo our innovative, comprehensive planning solution for advisors to see firsthand, how our tool can help them grow their practices as well as provide their clients with deeper and more personalized financial planning recommendations and insights while enabling them to:
- Offer more premium wealth services to their entire client base
- Automate manual tasks and eliminate spreadsheets and checklists
- Quantify the value of their advice
- Deliver immediate planning alpha and demonstrate their value beyond investments
- Close more prospects
Since there have not been as many opportunities for advisors to interact with tech providers during the past six months due to COVID-19, we hope attendees take their time, enjoy the process, set up one on ones with new and interesting solutions that they may not be as familiar with. We hope the attendees enjoy the process and interacting with the firms participating.
Connect with FP Alpha:
Holistiplan
Our mission:
Make tax planning more scalable, so we can help more people.
How we help advisors:
We provide tax planning software that makes robust tax planning more efficient and scalable.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with Holistiplan:
Institute for Divorce Financial Analyst (IDFA)
Our mission:
To teach financial advisors to apply the financial planning discipline to divorce settlements.
How we help advisors:
We enable financial advisors to assist their clients facing divorce and provide a recognized specialization.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with IDFA:
Ladder
Our mission:
To fuel the resilience of families and communities by closing the life insurance gap.
How we help advisors:
Ladder for Advisors is a modern and comprehensive term life solution for you and your clients. We know that life insurance can be time consuming, and many times, clients can get stuck in process, or worse, fail to complete it. With Ladder, you can share your custom link with clients and find out if they qualify for instant coverage in less than 10 minutes. And, while your clients enjoy our easy, straightforward experience, you will be able to track their progress through your Advisor Dashboard. All the organization is done for you so you can stay focused on helping your clients make the most of their money.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with Ladder:
Lincoln Financial Group
Our mission:
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $270 billion in end-of-period account values as of June 30, 2020. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index, and rank among Forbes’ World’s Best Employers, Best Large Employers, Best Employers for Diversity, Best Employers for Women and JUST 100, and Newsweek’s Most Responsible Companies. Learn more at: www.LincolnFinancial.com. Follow us on Facebook, Twitter, LinkedIn, and Instagram.
How we help advisors:
At Lincoln, we’re committed to providing resources to help financial professionals understand their client’s unique needs, offer the best solutions and create a client experience that sets them apart from competitors.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with Lincoln Financial Group:
LLIS • National Sponsor
Our mission:
LLIS is an extension of fee-only financial advisor firms. We work with fee-only advisors and their clients to find the right insurance solution. We recommend the best solutions for your clients based on their individual needs, using low-load permanent life insurance and annuities when possible. We are all salaried employees and build our business on relationships, not sales. Like you, no one on our team accepts commissions, referral fees, or kickbacks. We know we need to earn your trust with every client, and that includes transparency. We'll gladly provide details about our compensation at your request.
How we help advisors:
LLIS is a team of 20+ service providers and insurance solution experts. We work with a list of reputable insurance companies to allow a complete suite of competitive solutions and unique advantages. We are licensed in all 50 states, allowing us to assist advisors and their clients no matter where they are or where they might be in the future. LLIS provides service after the sale, for the life of your clients' policy.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with LLIS:
Morningstar
Our mission:
Empowering Investor Success.
How we help advisors:
We help financial advisors better serve the investors who are their clients. We believe that the advisors who best represent their clients’ needs will naturally succeed. To help advisors always support their clients’ interests, we provide tools and independent research to guide advisors’ recommendations; help them clearly communicate how their advice can help investors stick to a plan to achieve better results; and protect and grow the assets that they entrust us to manage for their clients.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
To see our new goals-based investment planning tool! Morningstar Goal Bridge helps advisors and their clients to visualize and prioritize goals, determine asset allocation to reach them, track progress, and adjust plans as needed to attain goals.
What we're most looking forward to at XYPN LIVE 2020:
Connect with Morningstar:
NAPFA
Our mission:
We are an engaged community of fee-only, fiduciary financial planners that provides education, professional connections, business development resources, and advocacy – all in support of members’ success.
How we help advisors:
NAPFA is the leading association for fee-only financial advisors. We're a community of 4,000 advisors dedicated to helping them to be leaders in the financial planning profession.
What we want advisors to know about us:
NAPFA is a great place to get resources to grow your business, meet and connect with peers, and sharpen your financial planning skills.
Why XYPN LIVE 2020 attendees should "stop by" our booth:
XYPN members are eligible for complimentary NAPFA membership- stop by to learn why it's so important to take advantage of this benefit!
Our advice for navigating a virtual exhibit hall:
Connect with NAPFA:
Orion
Our mission:
To power the advisor-client journey by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Our tech-enabled fiduciary process empowers advisors to seamlessly attract new clients; connect planning goals to investment strategies; and ultimately achieve each investor’s unique definition of financial success.
How we help advisors:
Financial advisors look to Orion for the advisor technology and investment management solutions they need to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses.
What we want advisors to know about us:
- If you are a growth-minded, fiduciary advisor who values independence and focuses on strong client relationships, we want to work with you.
- If you’re willing to evolve, change, and improve to grow your business and better serve your clients, we want to work with you.
- If you’re not happy with your tech stack, and you think a complete, yet modular offering with upfront, transparent pricing and an emphasis on innovation sounds like a great way to future-proof your business: Yes, we want to work with you.
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Stop by the Orion booth if you want a personalized look at the future for fiduciary advisors.
Our advice for navigating a virtual exhibit hall:
Connect with Orion:
Panoramix for Financial Advisors
Our mission:
To offer advisors the best billing & reporting system, with the best service & support, at the best price.
How we help advisors:
Panoramix is a competitively-priced, comprehensive, full-featured billing & performance reporting platform, which benefits advisors by allowing them to outsource their billing & reporting processes, so they can confidently focus on what they do best - advising and guiding the families they serve.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
Connect with Panoramix:
PreciseFP
Our mission:
To allow advisors to engage clients and gather their financial data in such a way that not only makes clients feel heard and appreciated, but that also allows advisors to be more efficient and profitable.
How we help advisors:
In a world of commoditization, our platform allows advisors to create a client experience that is unique to their practice. It's what makes an advisor special that is the glue that holds a client to an advisor. PreciseFP allows advisors to put their best foot forward in differentiating themselves from "the advisor down the street". Also, with the financial services sector becoming increasingly competitive, advisors need to be more efficient at servicing their clients. PreciseFP reduces the cost of creating financial plans by up to 40%. PreciseFP also takes the advisor out of the mundane and time-consuming task of data-entry by automatically filling fields within their financial planning and CRM tools.
What we want advisors to know about us:
- Fact Finding
- Risk Tolerance
- IPS
- Service Agreements w/ e-signature
- KYC and Compliance
- Workflow Automation
- Lead Generation
- Custodial Form Filling
- Surveys
- Build Your Own Robo
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
Connect with the PreciseFP:
Private College 529 Plan
Our mission:
To establish, maintain, and administer a prepaid tuition program with the goal of making attendance at private colleges and universities more affordable for students and families.
How we help advisors:
Private College 529 is a solution for fee-based advisors with clients who would like the option of private college for their children or grandchildren. It is a prepaid tuition program that enables advisors to help clients plan for one of the largest expenses a family will have—paying for college— without market risk. Private College 529 allows families to save on the cost of college by purchasing tomorrow’s tuition at today’s prices. No matter how much tuition increases over the years, your clients can lock in current rates at hundreds of participating private colleges and universities, including many of the nation’s top ranked schools.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Bring your clients’ questions to our booth! In addition to offering a variety of resources for you and your clients, our team of experts will be on hand to answer college planning and saving questions.
Our advice for navigating a virtual exhibit hall:
Connect with Private College 529:
Prudential Financial
Our mission:
To help our customers achieve financial prosperity and peace of mind.
How we help advisors:
Prudential's RIA Concierge Team is dedicated to you and staffed by Registered Representatives who are insurance licensed to help support your business and your clients. We offer flexible solutions designed to partner income solutions with your investment expertise.
What we want advisors to know about us:
How we conduct our business is just as important as what we do. Our core values are the principles that guide us daily in helping our customers achieve financial prosperity and peace of mind. At all times, we strive to distinguish Prudential as an admired multinational financial services leader and trusted brand that is differentiated by top talent and innovative solutions for all stages of life.
- Worthy of Trust: We keep our promises and are committed to doing business the right way.
- Customer Focused: We provide quality products and services that meet our customers' needs.
- Respect for Each Other: We are inclusive and collaborative, and individuals with diverse backgrounds and talents can contribute and grow.
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Prudential has built a team with solutions designed specifically for advisors helping clients achieve their retirement goals with innovative and flexible solutions.
Our advice for navigating a virtual exhibit hall:
Connect with Prudential:
Redtail Technology
Our mission:
Our mission is to be a leader in our industry, think differently, be innovative, deliver an amazing experience, and have a helluva lot of fun!
How we help advisors:
Redtail is dedicated to helping advisors grow their firms by providing them with the core technologies that drive their day-to-day operations. We’ve accomplished this by offering affordable and easy-to-implement solutions and by integrating deeply and widely with the industry’s most widely used applications.
What we want advisors to know about us:
- Free database conversion, 1:1 support, plus world-class training
- Customizable solutions
- Seamless integration with top names like AdvicePay, Orion, RightCapital, Riskalyze, Mobile Assistant, and many more
- Free mobile app and tablet-friendly
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with the Redtail:
RightCapital
Our mission:
RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth.
How we help advisors:
Intuitive, easy-to-use technology means less time creating financial plans and more time spent with clients. Clear, engaging visualization tools drive home the impact (and value) of the financial professional’s retirement, insurance, and tax-planning recommendations. And a modular-based platform provides the ultimate in flexibility.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
Connect with RightCapital:
Sales Pro Insider, Inc.
Our mission:
To make sales comfortable for everyone.
How we help advisors:
We guide advisors to genuinely and systematically build their firm's client base, from defining a best-fit lead gen strategy, to identifying a productive sales process, and building the skill and mindset for collaborative selling.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
Connect with Sales Pro Insider:
Starkweather & Shepley
Our mission:
To protect our clients from unexpected loss.
How we help advisors:
Knowledge of the industry and the risks associated
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
Connect with Starkweather & Shepley:
The American College of Financial Services
Our mission:
We provide applied financial knowledge and education, promote life-long learning, and advocate for ethical standards for the benefit of society.
How we help advisors:
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers two master’s degrees in management and financial services, along with prestigious financial planning designations such as the Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), Wealth Management Certified Professional® (WMCP®), Chartered Advisor in Philanthropy® (CAP®), Chartered Special Needs Consultant® (ChSNC®), Chartered Financial Consultant® (ChFC®), and education leading to the Certified Financial Planner™ (CFP®) certification.
The College’s faculty represents some of the foremost thought leaders in the financial services profession. Through educational programs and online learning channels, The College has the means to widely disseminate knowledge into the hands of advisors to benefit the public.
Educational opportunities at The American College of Financial Services increasingly span the spectrum of financial services – both in the United States and abroad – to address the critical issues facing the profession. The College is reinventing distance learning by leveraging new technologies, tools and teaching concepts, such as client simulations, custom learning paths, and competency- based techniques. This new model for learning will engage advisors in ways that will build knowledge and add skills to more effectively process clients’ complex issues to better serve them.
The American College of Financial Services is unique in its ability to create and assemble the “pracademic” knowledge advisors need and distribute it broadly to those financial professionals for the benefit of the public.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with The American College of Financial Services:
True North Networks, Inc.
Our mission:
Our mission as a fiduciary is to create a foundation for the success and well-being of our clients, our employees, and the communities in which we serve.
How we help advisors:
True North Networks benefits financial advisors through our experience with RIA's and other financial services firms allowing us to fully understand your environment and provide the best client experience to you. Our services include full IT management, hosting of virtual desktops, and Cybersecurity that follows the SEC's OCIE guidelines.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
Connect with True North Networks:
Vise
Our mission:
At Vise, our mission is to keep the future of finance human. We believe that people paired with the right technology can never be outdone.
How we help advisors:
We provide a seamless investment management solution that gives clients better, more personalized portfolios and saves advisors time, allowing them to build stronger relationships with their clients.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
Connect with Vise:
Wealthbox CRM
Our mission:
Wealthbox is on a mission to build the most powerful yet easiest to use CRM in AdvisorTech.
How we help advisors:
Wealthbox helps advisors spend more time with their clients and virtually no time figuring out how to use CRM.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
Connect with Wealthbox:
XLR8
Our mission:
We strive to create a synergy with XLR8 clients that ensures their CRM technology is seamlessly allowing them to build their business and provide exceptional service to their own clients. We never lose sight of the importance of providing value and expertise.
How we help advisors:
All of our clients are Financial Advisors and/or Wealth Managers, and the feedback we receive is that we provide exceptional support beginning with the onboarding process and carrying forward through ongoing support. We make capturing the power of Salesforce a straightforward and affordable process.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
Connect with XLR8:
XY Archive
Our mission:
To make compliance and archiving simpler for XYPN advisors.
How we help advisors:
We only work with financial advisors in XY Planning Network. We know the difficulties financial advisors have in staying compliant with communication and marketing, and we're built specifically to address those needs.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
XY Investment Solutions
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Our mission:
At XYIS, our mission is to help advisors make investment management a successful part of their businesses. Our TAMP solution takes a holistic approach to the investment management process and combines the professional expertise and technology platform you need to confidently offer investment management services to your clients.
How we help advisors:
XYIS aims to save you time, allowing you to focus on what you love about financial planning and helping clients reach their ideal life.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
What we're most looking forward to at XYPN LIVE 2020:
XY Tax Solutions
Our mission:
Founded in 2019, XYTS strives to provide tax planning and tax preparation support to fee-only financial advisors and their clients. We make this possible by offering outsourced tax services at competitive, member rates. We exist to create experiences where fiduciary financial advisors can dedicate their time, energy, and efforts to doing what they love—serving their clients.
How we help advisors:
XYTS is excited to bring expert tax preparation and tax planning services to advisors and their clients. Tax planning can quickly become the most time-consuming part of an advisor's job; that's where we come in.
What we want advisors to know about us:
Why XYPN LIVE 2020 attendees should "stop by" our booth:
Our advice for navigating a virtual exhibit hall:
Additional XYPN LIVE 2020 exhibitors include:
- Association of African American Financial Advisors (AAAA)
- Benjamin
- Cashflow Mapping
- First Heartland Corporation
- Investing You
- Knudge
- My529
- Pulse 360
- The Client Driven Practice
Learn more about our XYPN LIVE 2020 Exhibit Day, and if you haven't already, be sure to grab your pass for XYPN LIVE 2020.
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