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AdvisorTech Expo


 

 

Our 2023 Finalists

 

Bento Engine
Elements (1)
Income Lab
Pulse360
Snug
Switchboard

What is the AdvisorTech Expo?

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Set The Stage

Because the client experience is still the most relevant part of advisors' lives we're bringing back the theme of advice engagement. We'll be setting the stage to share some of the most exciting new offerings that empower clients to meaningfully engage with their advisor’s advice.

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Hone Your Message

XYPN LIVE attendees are passionate about providing real, comprehensive, and holistic financial advice to their clients. Their goals are made possible by companies like yours! If you’ve created a solution that gets clients engaged with their financial plan, we’re all ears.

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Show It Off

You can show it off to our 700+ voting advisor audience looking for the best in advice engagement tech. Applications are open to compete in this year’s AdvisorTech Expo and demo the offerings delivering an exceptional (read: engaging) client experience.

The Criteria

The technology must be for financial advisors and support delivering financial planning services to next-gen clients in an engaging way. Finalists will be selected based on how well their technology offering fits the theme of advice engagement. 

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

  • Be an existing company with a new offering, substantively different from its existing solutions, that is independently priced
  • Have less than $1 million in revenue
  • Launched in the last 12 month

What do finalists receive? 

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

 

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XYPNLIVE Attendees

And if you win?

You’ll have serious bragging rights when you’re announced as “Best in Show” during our conference awards ceremony and in an XYPN press release! You’ll also score a free exhibitor booth at XYPN LIVE 2024.

Apply Today  →

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XYPN Makes It Possible

XYPN is the leading network for fee-for-service financial advisors who want to serve next generation clients by providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a community for new and established financial advisors who want to serve the next generation. XYPN supports its members by providing compliance support, business tools and templates, and a wide range of technology solutions. Learn more about XYPN >

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