x NEW SuitabilityPro™️: FinaMetrica Profiler is now available in Canada, USA, United Kingdom and Australia.
Availability in other countries coming soon!More Info

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.