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Tech
Compliance
Community
Support Solutions
Compliance
Bookkeeping
Investment Management
Operations
Resources & Education
Resources
Blog
Podcast
Guides & Templates
Webinars & Virtual Events
Free Guide: Starting an RIA
Free Guide: RIA Registration
Events
XYPN LIVE
Industry Events
Pricing
Standard Membership
Support Solutions & Tool Kits
Get in touch →
Find an Advisor →
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XYPN Blog
/ Technology (2)
Financial Advisors
XYPN's Financial Planning Process
Advice
Website Accessibility: What, Why, Who, and How for Your Firm's Website
Advice
Free (Or Almost Free) Tools to Freshen Your Firm's Website
Financial Advisors
How to refine your RIA's client service model
Financial Advisors
RIA Workflows 101: The 5 W's
Financial Advisors
Core Tech You’ll Need to Launch Your RIA Firm
Advice
Member Benefits You Can't Put a Price On
Advice
Meet Holistiplan, Winner of Our 2019 FinTech Competition
Advice
Free Time-Saving Tech Solutions to Incorporate Into Your Financial Planning Practice
Advice
3 Tech Solutions Every Independent Financial Advisor Should Be Using
Technology
Meet Mineral Interactive, Winner of Our 2018 FinTech Competition
Advice
How to Play "Catch-Up" (the Right Way) on Past-Due Compliance Tasks
Assets Under Management (AUM)
Questions to Ask Before Integrating Investment Management into Your Planning Firm
Financial Advisors
Leveraging Zapier in Your Financial Planning Practice
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