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.
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 XYPN's Financial Planning and Process Coach, Emily Purdon
Saturday, Oct 10
9:00 am - 3:30 pm
There are no additional fees association with this event.
Click here to register
Attendees will be asked to indicate which partner sessions they plan to attend
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.×
Choose to attend the whole day or only the sessions for the technology you use.
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.
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.
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.
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.
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.
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.