--- title: "#XYPNLIVE(ish) 2020 Tech Boot Camp" description: XYPN is bringing together our core tech partners for a one-day post-conference event focused on how to leverage technology to enhance your core processes and run your business more efficiently. --- [![XYPNLIVE(ish) Logo](https://live.xyplanningnetwork.com/hs-fs/hubfs/XYPNLIVE(ish)-2.png?width=2500&height=529&name=XYPNLIVE(ish)-2.png "XYPNLIVE(ish) Logo")](https://live.xyplanningnetwork.com) # Tech Boot Camp |   | | --- | |   | ## Leveraging XYPN's Tech Stack for Your Business XYPN is bringing together our core technology partners for a one-day post-conference event focused on how to leverage technology to enhance your core processes and run your business more efficiently. With 40-minute sessions led by each of our partners, you will receive best practices for integrating into your business and enhancing your client experience with the technology. **Why Attend** - Learn core functionality and system best practices from XYPN technology partners  - Understand how to integrate these core systems into your business   - Share best practices with other XYPN members who are using these systems ![Emily Purdon](https://live.xyplanningnetwork.com/hs-fs/hubfs/Team-Headshots/Team%20Page/Color%20Headshots/Emily%20Purdon.png?width=125&name=Emily%20Purdon.png)These sessions will be designed for existing users of the technology and you will be able to get all of your questions answered while learning how other members are leveraging our tech stack. ***Hosted by Director of XY Tax Solutions, Emily Purdon*** **The Details** **Date **Thursday, Oct 15 **Time  **10:00 AM - 1:30 PM CT **Cost  **There are no additional fees association with this event. **Register  ** [Click here to register](https://xyplanningnetwork.wufoo.com/forms/ww3rcv0oi9iqh/) *Attendees will be asked to indicate which partner sessions they plan to attend* ### *With Presentations By:* ![Wealthbox](https://live.xyplanningnetwork.com/hubfs/XYPN%20LIVE/2019/XYPN%20LIVE%202019/Exhibitor%20Logos/Standard%20Size%20Logos/Wealthbox%20200x200.png "Wealthbox") ![RightCapital](https://live.xyplanningnetwork.com/hubfs/XYPN%20LIVE/2019/XYPN%20LIVE%202019/Exhibitor%20Logos/Standard%20Size%20Logos/Right%20Capital%20200x200.png "RightCapital") ![Capitect](https://live.xyplanningnetwork.com/hubfs/XYPN%20LIVE/2019/XYPN%20LIVE%202019/Exhibitor%20Logos/Standard%20Size%20Logos/Capitect%20200x200.png "Capitect") ![AdvicePay](https://live.xyplanningnetwork.com/hubfs/XYPN%20LIVE/2019/XYPN%20LIVE%202019/Exhibitor%20Logos/Standard%20Size%20Logos/Advice%20Pay%20200x200.png "AdvicePay") ![XY Archive](https://live.xyplanningnetwork.com/hubfs/Logos/XY%20Archive%20200x200.png "XY Archive") ## Malcolm Thomas As XYPN's Director of Advisor Success, Malcolm is tasked with doing just that—helping advisors succeed. After graduating from Gettysburg College with a B.A in Management, Malcolm jumped straight into the financial services industry and never looked back. With a drive to help shape the future of financial planning and a passion for bringing financial advice to the next generation of clients, he has a lot in common with the advisors in the Network. × --- |   | | --- | ## Presentation Schedule *Choose to attend the whole day or only the sessions for the technology you use.* ### **Improving Your Productivity with Wealthbox** 10:00 - 10:40 AM CT How do you set up your day and plan for success? Optimize your Wealthbox workflow to quickly navigate to contacts, log notes, set up your sales process, manage your to-dos using tasks and workflows, and prioritize clients using reports.   ---   ### **Illustrating Planning Scenarios: A review of new product features in RightCapital** 10:45 - 11:25 AM CT RightCapital uses complex models to solve clients’ problems while presenting the results in a simple and intuitive way. Through a review of alternative planning scenarios and product improvements, the RightCapital team will demonstrate how to best leverage this software with your clients. The inside scoop on saving time and winning more clients will be discussed; specifically, client meeting and client portal best practices and how to successfully introduce RightCapital to your clients.   ---   ### **Modern Performance Reporting and Billing For XYPN Members with Capitect** 11:30 - 12:10 AM CT Managing client assets? Learn how to use Capitect's modern performance reporting and client billing solutions to meet the demanding expectations of today’s clients.   ---   ### **Get Paid For Your Advice with AdvicePay** 12:15 - 12:55 PM CT We will review how financial planners are using AdvicePay in their firms and give a brief demo of how to seamlessly onboard clients.   ---   ### **Communicating Compliantly with XY Archive** 1:00 - 1:30 PM CT Archiving can feel overwhelming—but it doesn’t have to! In this short session, you’ll learn everything you need to archive with XY Archive. We’ll cover the basics, like adding sources, viewing your data, and downloading your archives, as well as showcasing multi-user functionality and data monitoring for larger firms.   ## Take a break from working IN your business to work ON your business [![GET YOUR PASS](https://no-cache.hubspot.com/cta/default/2275467/a8bc3310-7e87-4ab5-a9e5-edfc8c8ac6dc.png)](https://cta-redirect.hubspot.com/cta/redirect/2275467/a8bc3310-7e87-4ab5-a9e5-edfc8c8ac6dc) #### [Home](https://live.xyplanningnetwork.com/) #### About XYPN 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 > ](https://www.xyplanningnetwork.com/advisor/why-join/) #### Past Conferences [![Badge_Top-Advisor-Conference_2020](https://live.xyplanningnetwork.com/hs-fs/hubfs/Social%20Media/Badge_Top-Advisor-Conference_2020.png?width=100&height=128&name=Badge_Top-Advisor-Conference_2020.png)](https://www.kitces.com/blog/2020-best-conferences-for-top-financial-advisors-to-choose-from/?utm_source=Top2020Conf_badge&utm_medium=Top2020Conf_badge&utm_campaign=Top2020Conf_badge)   ![](https://www.facebook.com/tr?id=626799554340148&ev=PageView%20&noscript=1)