Powerful Partners On Your Team from Day One
We've cultivated a number of relationships with providers in our industry to position XYPN members for success right from the start. Advisors in our Network benefit from exclusive arrangements that range from free-for-member opportunities to steeply discounted prices and exemptions from minimum requirements. Rest assured, when you join XY Planning Network you'll have access to some of the best tools in the business on your first day of membership. For a full explanation of benefits from our partners, please download our Member Benefit Directory.
Special thanks to our national sponsors for supporting the movement & advancing the mission of the Network.
LLIS provides fee-only financial advisors and their clients with comprehensive planning solutions, individual consulting, extensive education, and unique support services. Insurance is all they do. A high touch, high tech approach is how they do it. And they work exclusively with fee-only financial advisors and their clients. LLIS is not made up of money managers, accountants, or financial planners; they are experts in finding creative solutions to help your clients reach their income security and wealth retention goals based upon their individual needs and your recommendations. From their first point of contact through the life of their policies, LLIS is the trusted insurance resource for term (group and individual), permanent, long term care, disability (group and individual), critical care, annuities, hybrids (Life/LTCi & Annuity/LTCi), life settlements, free policy reviews, and low-load fixed and variable life solutions from highly-rated companies. That’s what makes them The advisor’s insurance advisor®.
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent Registered Investment Advisors and their clients. Our advanced technology platform and outstanding personal support allows advisors to run their businesses more efficiently and optimize time spent with clients. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade and The Toronto-Dominion Bank. ©2017 TD Ameritrade. All rights reserved. Used with permission.
Get the Member Benefits Directory: Over 70 pages of perks & partnerships
Tech Stack Partners
We've vetted tech stack partners for service quality & evaluated their offerings to find best-in-class solutions specific to the needs of our advisors.
AdvicePay is the first payment processor designed specifically for the rapidly growing segment of financial advisors who work on a fee-only basis. In addition to a hassle-free interface, AdvicePay celebrates the ability to collect recurring payments or one-time fees while staying compliant with state regulators throughout the U.S., a key piece of the puzzle missing from other payment processors.
Advizr is the next generation in financial planning software. Advizr has automated advice delivery, empowering more advisors to participate in holistic advice and allowing more clients to receive financial plans regardless of their net worth. Its intuitive, powerful and sleek interface enables advisors to create and deliver plans in minutes.
MessageWatcher provides XYPN members with archiving & supervision tools for email, websites, company Facebook & LinkedIn pages as well as Bloomberg. Through partnerships with RegEd and MobileGuard, MessageWatcher brings in your social content & text messages so you have 1 archive for all digital content & communication. With easy-to-use search screens & thorough activity tracking, you can handle audits, exams, e-discovery requests, etc.
RightCapital provides a revolutionary financial planning tool that digitizes & redefines the financial planning experience. Using cutting edge technology, they significantly cut down time & cost of creating a plan & improve user experience. Designed to promote interaction & collaboration between advisors & clients, RightCapital provides a simple & powerful financial planning tool & a Personal Finance Management (PFM) portal to create financial plans real time.
Smart RIA simplifies and automates compliance for advisors, allowing you to spend less time on compliance while getting more done.
Wealthbox is a simple, social, and collaborative CRM for financial advisors.
All of our partner benefits are optional for our members; advisors are free to choose providers that best meet their unique needs.