Tech Tools | XYPN

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 →

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.

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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.

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

What tech tools are included in XYPN Membership?

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If I don't use the included tech, can I get a discount on membership?

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XYPN Member since 2022

Technology

Transform complexity into clarity

Make financial planning a breeze

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Simplify your compliance

Automate and scale your compliance program

Control compliance →

Streamline, automate, enhance

Seamlessly connect with clients and prospects

Engage clients easily →

Your Financial Advisor Tool Kit

Included in XYPN Membership

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Additional Sapphire Tech Tools