I can confidently tell you that there isn't another platform with the combination of efficiency and advanced technology that they offer.”
Jason J. Hamilton, CFP®, CRPC®
Keep It Simple Financial Planning
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Dedicated support
No tiers or waiting games. Every advisor gets fast, personal support—from a dedicated Relationship Manager and a Support Team that’s ready to pick up the phone. -
Impressive client onboarding
With fast account opening, seamless money movement, and zero paperwork, you can deliver a smooth onboarding experience that sets the tone for everything to come. -
Flexible portfolio management
Leverage our lineup of turnkey models or build your custom model portfolios. -
Integrations with the XYPN tech stack.
Connect seamlessly with the other tools that power your firm, so you can save time and deliver for your clients. -
Exclusive webinar access
Our team hosts a Q&A for new XYPN members, so your firm is set up for success. Register here. -
Automated tax management tools
Our platform includes smart features like tax-loss harvesting, rebalancing, tax impact preview, and capital gains allowance. All so you can do your best work—without the busywork.