XY Planning Network used its XYPN Live(ish) conference Monday to unveil the XY Portal, a new application that CEO Alan Moore said will help members be better financial planners and free up their time to focus on acquiring clients.
“Beta testing is going to be starting here at the end of the month,” he said during a media roundtable, in response to a ThinkAdvisor question. “The target goal is Nov. 7” and it’s then “going to be available to all members no later than Q1 of next year,” he noted.
Earlier, as part of a keynote during the first virtual version of its online conference, the group said in a demo video the Portal is “your entire XYPN membership in one place.”
XY Portal provides single sign-on to all members’ core technologies, regardless of the tech’s vendor, according to XYPN. Members will be able to use it to manage billing, download past invoices, add new accounts and explore XYPN member benefits, the group said.
“This has been something we have dreamed of for a long time,” Moore told viewers. “Everything’s going to live in one place,” and “there’s going to be a single place to go ask questions and get those answers,” he said.
XYPN is also “going to be building new tools and resources” for members and will add new “niche” products and services to the Portal, he added.