Kick-Start Tech Setup

Imagine having your RIA's software systems, workflows, and processes set up and streamlined with XYPN's start-up tech stack in one month. 


You'll partner with experts who understand your unique needs and have the capabilities to fast-track your practice's progress so you can focus on building your client base, serving them, and generating revenue faster. 


It's time to get started with tech setup when you have a few pieces in place:

  • You’ve decided on a firm name
  • You have a logo
  • You've signed up for all your tech through the member portal
  • You’ve taken care of the legal business
  • You’ve chosen a custodian
  • You’re currently working with XY Compliance to register in your state

Interested in learning about pricing for your tech stack? Check the latest pricing in your XYPN Portal!


How it Works:

If this sounds like you and you’re ready to launch, this program will unfold in three important steps. You’ll be guided through each step by your dedicated Advisor Success Consultant. They’ll be charged with managing, executing, and delivering the setup you need to hit the ground running.


(Our ability to complete each setup task during our meetings is dependent upon whether the items under Member To-Dos were completed by the time specified, so please take careful note of these! Staying on track with To-Dos will help you ensure you receive everything included in the program package.


Consultation Meeting #1: Get Organized (1 hour)

  1. The date of this meeting will signal the “launch” of your 30 day engagement period.
  2. Details: We’ll confirm that we have access and proper permissions to all the necessary systems. We’ll cover your to-dos, provide menus for system options where appropriate, and discuss your Client Service Model ideas.

  3. At least 24 hours before this meeting, please place your passwords in LastPass and follow the steps to share them.

    Step 1: Accept the invite from Lastpass to the shared folder your consultant created 

    Step 2:  Create cards for your passwords. Be sure that your URL link is exact to the login address associated with each shared password, or the password will fail 

    Step 3: Using LastPass, share the password. Move the cards into the shared folder with the setting that allows us to see your password. Please turn off any 2-factor authentication during this process to ensure our team has access.

  4. Please ensure you are sharing administrative permissions, which is the default if you share your advisor login credentials. Please turn off any 2-factor authentication during this process to ensure our team has access.

  • Software Systems:
    • Wealthbox
    • Right Capital or E-Money
    • Email Management System: Microsoft or Google
    • Calendly
    • File Management System
    • PreciseFP
    • XYArchive
    • fpPathfinder
    • AdvicePay

Consultation Meeting 2: Plan Delivery (1 hour and 30 minutes)

  1. When should I book this meeting: This meeting is to be held roughly 30 days after your first meeting.
  2. Details: We’ll review your Kick-Start Plan to ensure everything is complete! During that meeting, you’ll also be asked to unshare your passwords. 
  3. Member to Dos: After our meeting, watch the training videos we have provided that will show you what features we have set up and how you to use them as you run your business. 

Intrigued? We can help make your dream of entrepreneurship possible. Click here to sign up through your Member Portal.

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