Find an Advisor → Login
Get in touch →
On-Demand Event

What Tech Solutions Should You Use in Your Firm?

Please answer the following questions to watch this exclusive session

By clicking submit, you consent to allow XYPN Marketing to store and process the personal information submitted. We do not share or sell your information. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting your privacy, please review our Privacy Policy.

For modern-day financial advisors, technology isn’t an option—it’s a necessity. That’s why we built a tech stack specifically for advisors like you, so you can leverage the latest tech solutions in your firm without breaking the bank. Join XYPN Product Owner, Taylor Deardorff, to see just how much money (and time!) XYPN’s tech stack can save you. Taylor will break down each tech solution in our tech stack and help you determine which ones are the best fit for your firm. You’ll even get an exclusive look at our newly released compliance archiving platform, XY Archive. We know that without technology, much of the important work you do wouldn’t be possible. XYPN’s tech solutions were carefully curated to help you thrive in today’s digital economy, without having to worry about your bottom line—are you ready to get started?
 

Featuring

Taylor Deardorff Headshot

Taylor Deardorff

XYPN

Get weekly updates straight to your inbox

By clicking submit, you consent to allow XYPN Marketing to store and process the personal information submitted. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting your privacy, please review our Privacy Policy.

You May Also Like

These Related Events

Mastering Your Compliance Program as an RIA Owner
Mastering Your Compliance Program as an RIA Owner

Mastering Your Compliance Program as an RIA Owner

Starting with Sapphire: Discover a New Way to Launch your Firm with XYPN
Starting with Sapphire: Discover a New Way to Launch your Firm with XYPN

Starting with Sapphire: Discover a New Way to Launch your Firm with XYPN

How to Get Your First Client from Social Media as a Financial Advisor
How to Get Your First Client from Social Media as a Financial Advisor

How to Get Your First Client from Social Media as a Financial Advisor

With N2 Content Marketing