XYPN announced a series of platform enhancements Friday during its annual XYPN Live conference in Austin, Texas, including the new opportunity for member firms to use Holistiplan’s technology and an expanded relationship with Orion.
Access to Holistiplan’s automated tax document review and planning services will come at no additional cost for new firms, according to the announcement. “Deep discounts” are available for established practices of any size.
Through the expanded Orion partnership, XYPN members will gain customized access to the Orion platform, complemented by “approachable pricing” and pre-built reporting and settings paired with a customized onboarding experience. Members can start with a no-cost option for Orion’s performance reporting, staying in the same system while they grow and scale their firm.
This expanded partnership gives all members, regardless of size, access to advantageous pricing and a streamlined path to full adoption, according to the firm.
“Holistiplan and Orion provide XYPN members with unprecedented access to technology that saves time, reduces costs, and empowers deeper, more comprehensive financial planning,” said Alan Moore, XYPN's co-founder and CEO. “We are committed to providing our clients with tools they need to run their practices more efficiently.”
According to Moore, the expanded benefits package represents one of the largest new-initiative rollouts in XYPN’s 11-year history, “signaling that XYPN is no longer solely a platform for launching firms.”
“It is the place where members can scale, thrive and sustain their practices,” Moore said.
XYPN is also rolling out other programs and provided updates on newly launched offerings. These include new discounts on the Wealthbox CRM system, a new tier of the XYPN archive, and new insurance and compliance review programs.
Pictured: Alan Moore
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.