AdvisorTech Expo

Showcasing the best of the best new advice-centric tech

#XYPNLIVE2021_Schedule_3

What is the AdvisorTech Expo?

For advisors, the most sought-after tech solutions are those that enable them to minimize inefficiencies and maximize productivity when it comes to delivering a personalized advice-centric planning experience to all of their clients.

In today's digital landscape, clients are primed to expect fast results, easy access, and custom, at-their-fingertips solutions—personalized for them. And they are looking for the same in their relationship with an advisor. The best advice technology enables advisors to deliver on those expectations. 

That's why the theme of this year's #XYPNLIVE AdvisorTech Expo is “Productivity and Personalization,” featuring 12 finalists showcasing solutions that enable advisors to leverage automation and customization to deliver a personalized, advice-centric client experience seamlessly—and efficiently scale it. 

What participants receive

  • An invitation to showcase at #XYPNLIVE
  • 2 free Exhibit Hall passes for #XYPNLIVE
  • Discounted 5x5 booth space
  • Advance promotion by XYPN through multiple channels including social media
  • Shared feature blog on XYPlanningNetwork.com

Criteria


Technology must be for financial advisors and support delivering financial planning services to next-gen clients. 

To enter, applicants must meet one or more of the following requirements:

  • Launched in the last 12 months
  • Have less than $1 million in revenue
  • Be an existing company with a new feature that is substantially different from the parent company
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