Join us in Minneapolis October 15-17, 2024!
XYPN’s AdvisorTech Expo is back and this year, it’s all about advice engagement. If you’ve built innovative tech that helps deepen the connections between advisors and their clients, and deepen engagement with the personalized financial advice they deliver, then we want to see it. Show it off on October 10 at #XYPNLIVE, where you have the chance to showcase your offering, impress the crowd, and claim the title of “Best in Show” in our audience-voted competition.
Offering real financial advice is one thing—but for it to truly be impactful, clients need to be engaged enough to follow through and act on the advice. Advice Engagement technology draws clients more deeply into the advice delivery process so that they’re not merely being told what to do by their advisor, they’re a collaborator who is part of making it happen. At our AdvisorTech Expo, we'll be shining a spotlight on some of the most exciting new offerings that empower clients to more meaningfully engage with their advisor’s advice.
Twelve participating companies will give a seven-minute demo debuting their tech offering related to automation, customization, and personalization, with a three-minute break between each.
How is it judged?
The competition will be judged based on audience feedback as attendees vote for their favorite contender via the #XYPNLIVE mobile app.
Technology must be for financial advisors and support delivering financial planning services to next-gen clients in an engaging way, and 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:
XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. Learn more about XYPN >