XY Planning Network
Curated by SignalWealth management software suite supporting independent financial advisors' growth.
Overview
XY Planning Network offers a wealth management software suite aimed at supporting fee-for-service financial advisors in the establishment and management of independent financial planning firms. The platform includes various fintech tools such as customer relationship management (CRM) capabilities, portfolio management, and performance reporting, along with AI-driven predictive analytics. XYPN targets financial advisors who seek autonomy and addresses challenges related to resource scarcity by providing curated technology, educational resources, and a support network. The fee-for-service model is designed to ensure transparency in pricing, while compliance support and operational services are intended to assist with regulatory adherence and operational efficiency. The organization fosters a community of over 1,750 professionals, promoting collaboration and knowledge sharing among advisors.
Key facts
- Founded
- 2014
- Headquarters
- Bozeman, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
13 rolesMember Experience Specialist
Bozeman, MT · On-site · Volunteer
Director of Policy and Regulatory Affairs
United States · On-site · Volunteer
IT Specialist
Bozeman, MT · On-site · Volunteer
