Tech Solutions and Support

Lessons curated by XYPN's Financial Planning & Process Coach

Advisors receive a suite of technologies included in the price of membership. Instead of spending your time trying to figure out where to go to get the tools you need — or how to analyze which products are best once you find them — XYPN provides an immediate solution that takes the burden off you. We’ve put together everything you need to run your ideal business.

Check out these resources on XYPN's tech stack if you are just getting started or are in need of additional support. Lessons include Wealthbox, fpPathfinder, RightCapital, AdvicePay, Zapier, and more!