Tech Bootcamp

Leveraging XYPN's Tech Stack for Your Business

XYPN is bringing together our core technology partners for a one-day pre-conference event focused on how to leverage technology to enhance your core processes and run your business more efficiently. With 50- 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 PurdonThese 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 XYPN's Financial Planning and Process Coach, Emily Purdon

The Details

Date
Saturday, Oct 10
Time 
9:00 am - 3:30 pm
Cost 
There are no additional fees association with this event.
Register  
Click here to register
Attendees will be asked to indicate which partner sessions they plan to attend

With Presentations By:

AdvicePay
Capitect
eMoney
RightCapital
Wealthbox
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

9:00 - 9:50 am

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

9:55 - 10:45 am

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.

Getting Started with Advanced Planning in eMoney

11:00 - 11:50 am

With Advanced Planning in eMoney, you can simulate complex, real-world financial scenarios and model the impact of financial decisions over the course of a client’s entire lifetime.

Advanced Planning lets you work collaboratively with clients on both simple and complex planning scenarios, empowering you to provide comprehensive financial advice at any point of a client’s lifecycle. 

 

Modern Performance Reporting and Billing For XYPN Members with Capitect

1:00 - 1:50 pm

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

1:55 - 2:45 pm

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 XY Archive

3:00 - 3:30 pm

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