JUST ANNOUNCED: XY Planning Network Chooses eMoney Advisor as Wealth Management Technology Solution for Members
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XY Planning Network Chooses eMoney Advisor as Wealth Management Technology Solution for Members
Partnership Signifies XYPN’s Commitment to Providing Advisors With Best-in-Class Technology Solutions
Members of XY Planning Network Will Receive eMoney at Special Rate
FOR IMMEDIATE RELEASE
RADNOR, Pa. – January 18, 2017 – eMoney Advisor (eMoney) and XY Planning Network (XYPN) announced today an exclusive partnership that provides XYPN members with eMoney’s most robust product suite, emX Pro, an all-in-one wealth management solution that combines eMoney’s industry-leading financial planning software with its award-winning client portal. The partnership is part of XYPN’s strategy to deliver the best available technology solutions to its rapidly growing network of fee-only financial professionals serving Generation X and Generation Y clients. XYPN members will receive exclusive enterprise pricing for emX Pro.
“We’re eager to put this powerful tool into the hands of our forward-thinking advisors,” said Alan Moore, one of XYPN’s founding partners, “Our partnership with eMoney advances our mission to provide XYPN members with quality financial planning solutions and a distinct competitive advantage, enabling them to serve their clients with the highest level of expertise and integrity.”
The comprehensive emX Pro includes a range of interactive wealth-management tools that enable advisors to support the full scope of basic and advanced financial planning needs, better identify business opportunities and deliver the type of advisor-led digital financial experience that clients expect.
“At eMoney, we are committed to helping advisors succeed by providing cutting-edge technology that enables them to deliver an unmatched digital wealth management experience to their clients. We think our emX Pro solution will be a great addition for XYPN advisors, who are some of the most tech savvy in the industry,” said Drew DiMarino, EVP, Sales, eMoney Advisor. “We look forward to collaborating with them and helping them serve their growing client-base in new and innovative ways.”
Founded in 2014 by Moore and Michael Kitces, XYPN kicked off a movement to make financial planning accessible to the underserved Generation X and Generation Y populations using a monthly subscription model rather than the traditional Assets Under Management (AUM) compensation structure. The network quickly exceeded expectations, becoming the largest group of fee-only financial advisors serving Gen X and Gen Y clients. After careful market analysis, Kitces and Moore are preparing for unprecedented growth over the next several years. As XYPN expands, eMoney will help members retain a competitive edge and scale their businesses.
“Our goal is to provide XYPN members with the tools they want and need to serve their clients, at the best possible price,” said Kitces. “Given our member demand, we are thrilled to add eMoney to our list of XYPN partners, as we continue to develop a comprehensive, turnkey suite of technology solutions to help them better serve their clients and grow their businesses.”
Today, firms that provide access to tools that support automation and transparency while improving the client experience are at a premium, as financial advisors increasingly recognize the need to digitize their practices to stay relevant, manage costs and comply with changes such as the Department of Labor’s Fiduciary Rule.
About XY Planning Network
XY Planning Network (www.xyplanningnetwork.com) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning platform for financial professionals and firms that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.