YourStake

YourStake is an AI-powered platform that transforms how financial advisors manage and analyze client information while helping them align portfolios with client values. Founded in 2019, the company provides an integrated system that brings together values-based investing tools, document processing, meeting intelligence, and portfolio analytics to help advisors save time and deliver more personalized service.

The platform includes Values Hub for values-aligned investing discovery and reporting,  Advisor Core for portfolio analysis, values alignment, and proposal generation, as well as an AI Meeting Assistant for capturing and analyzing client conversations. What sets YourStake apart is how these components work together harmoniously to turn scattered client information into coordinated intelligence, helping advisors identify both financial opportunities and values alignment opportunities that might otherwise be missed.

Advisors use YourStake to streamline their daily workflows and deliver personalized, values-aligned portfolio solutions. When a prospect or client shares documents (like brokerage statements, insurance policies, or tax forms), advisors can upload them to YourStake for automatic extraction and analysis instead of manual data entry. The AI Meeting Assistant joins client meetings to take notes and create action items that sync with their CRM. Using the extracted data along with clients' values preferences, advisors can quickly generate investment proposals that align with both financial goals and personal values, optimize asset location across accounts, and create tax-smart transition plans. The platform includes tools for values-based reporting, analysis, and even direct indexing, without relying on one-size-fits-all scores, and customized portfolio construction. 

Benefit Breakdown

Your XYPN membership gives you access to three solutions from YourStake at a 30% discount! You can learn more about the differences between each solution here.

YourStake Bundles are coming out soon focused on saving you money on all subscriptions below. Contact sales@yourstake.org to bundle all 3 solutions together. 

  1. AI Meeting Assistant/Note Taker
  • AI Meeting Assistant can be purchased as an add-on to your YourStake subscription or as a separate tool.
  1. Advisor Core
  • Advisor Core can be purchased as an add-on to your YourStake subscription or as a separate tool
  1. Values Hub
  • Explainer
  • Professional
  • Champion
  • Analyst Terminal

Account Management

New user? Let's get you signed up!

  1. You can sign up for YourStake right from your Member Portal.
  2. Under Sign Up, choose your plan and enter your account information.
  3. Click Submit.
  4. That's it! YourStake will be in touch with the next steps for your new account!
  5. Your XYPN portal will update at the end of the month that you sign up, reflecting you are an active YourStake user through XYPN!

Current user? Let's transfer that account

  1. You can request to transfer your YourStake account right from your Member Portal.
  2. Under Transfer Account, choose your current plan and enter your account information.
  3. Click Request Transfer.
  4. That's it! YourStake will be in touch with your account transfer confirmation!
  5. Your XYPN portal will update at the end of the month that you transfer your account, reflecting you are an active YourStake user through XYPN!

Updating Licenses/Seats

  • Contact YourStake directly to add, remove, or transfer any additional licenses/seats to your account.
  • Confirm within your YourStake account the number of licenses is correct for both accuracy on user access and billing purposes.

Upgrading/Adjusting Your Tier

  • Contact YourStake directly to upgrade or adjust your tier.

Closing your account

  1. You can submit a cancellation request for your YourStake account right from your Member Portal.
  2. Under Close Account, enter your account information.
  3. Click Close Account.
  4. That's it! YourStake will be in touch with your cancellation confirmation.
  5. Reach out to YourStake directly for any further questions or support needed on closing your account and final billing.

Leaving XYPN?

  • Your YourStake discount as an XYPN member will end when your membership ends. Be sure to connect with YourStake directly for the next steps on account access, data transfer, and how to develop a retail relationship with them.

Billing

  • Billing and Invoicing will be directly through YourStake.

Helpful Links and Resources

Contact

Vendor Data Security

Please request these documents by contacting YourStake's team at support@yourstake.org.

Still need help? Contact Us Contact Us