XYPN Blog | Technology (2)

Financial Advisors

XYPN's Financial Planning Process

XYPN's Financial Planning Process

Advice

Website Accessibility: What, Why, Who, and How for Your Firm's Website

Website Accessibility: What, Why, Who, and How for Your Firm's Website

Advice

Free (Or Almost Free) Tools to Freshen Your Firm's Website

Free (Or Almost Free) Tools to Freshen Your Firm's Website

Financial Advisors

How to refine your RIA's client service model

How to refine your RIA's client service model

Financial Advisors

RIA Workflows 101: The 5 W's

RIA Workflows 101: The 5 W's

Financial Advisors

Core Tech You’ll Need to Launch Your RIA Firm

Core Tech You’ll Need to Launch Your RIA Firm

Advice

Member Benefits You Can't Put a Price On

Member Benefits You Can't Put a Price On

Advice

Meet Holistiplan, Winner of Our 2019 FinTech Competition

Meet Holistiplan, Winner of Our 2019 FinTech Competition

Advice

Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice

Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice

Advice

3 Tech Solutions Every Independent Financial Advisor Should Be Using

3 Tech Solutions Every Independent Financial Advisor Should Be Using

Technology

Meet Mineral Interactive, Winner of Our 2018 FinTech Competition

Meet Mineral Interactive, Winner of Our 2018 FinTech Competition

Advice

How to Play "Catch-Up" (the Right Way) on Past-Due Compliance Tasks

How to Play

Assets Under Management (AUM)

Questions to Ask Before Integrating Investment Management into Your Planning Firm

Questions to Ask Before Integrating Investment Management into Your Planning Firm

Financial Advisors

Leveraging Zapier in Your Financial Planning Practice

Leveraging Zapier in Your Financial Planning Practice

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