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The XY Planning Network

 

The XY Planning Network, with nearly 500 advisors, is the leading turnkey financial planning platform for fee-only financial advisors who want to serve their Gen X and Gen Y peers, 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.

FinaMetrica has partnered with XY Planning Network to offer its risk tolerance toolkit to the XYPN member community at a subsidized price. Please contact XYPN directly to take up the offer.