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On-Demand Event

What Tech Solutions Should You Use in Your Firm?

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For modern-day financial advisors, technology isn’t an option—it’s a necessity. That’s why we built a tech stack specifically for advisors like you, so you can leverage the latest tech solutions in your firm without breaking the bank. Join XYPN Product Owner, Taylor Deardorff, to see just how much money (and time!) XYPN’s tech stack can save you. Taylor will break down each tech solution in our tech stack and help you determine which ones are the best fit for your firm. You’ll even get an exclusive look at our newly released compliance archiving platform, XY Archive. We know that without technology, much of the important work you do wouldn’t be possible. XYPN’s tech solutions were carefully curated to help you thrive in today’s digital economy, without having to worry about your bottom line—are you ready to get started?
 

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Taylor Deardorff Headshot

Taylor Deardorff

XYPN

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