Launch Kits

What Are Launch Kits?

Launch Kits are curated bundles designed to help new members kickstart their journey when launching a firm. We offer three options tailored to your needs: Essential, Power, and Platinum.


Each kit includes:

  • A comprehensive compliance solution to ensure a successful RIA launch (initial registration)
  • Access to our bookkeeping team to set up and organize your financial records
  • Exclusive swag to celebrate your journey

As you move up to higher-tier kits, you'll unlock additional benefits, such as:

  • Guidance from our business coaching team
  • Support from our technical operations team

Choose the kit that best fits your goals and hit the ground running with confidence!

Essential Kit

Why walk when you can run? Get to the good stuff faster with the essentials!

$3,425

Includes:


Power Kit

Set yourself up for success faster with the power to focus more on your clients from day one.

$10,033

Includes:


Platinum Kit

Looking for the most support right away? Focus on what you do best and let us do the rest.

$15,059

Includes:

FAQ

Can I Purchase a Kit After Becoming an XYPN Member?

Kits are typically selected during the application process in collaboration with our Sales Team. However, you can still opt into a kit at any point early in your RIA Registration process (prior to engaging with XYPN Compliance) to enhance your journey and set your firm up for success.


What is the refund policy for kits?

You can view the refund policy here.

Contact

For questions, please get in touch with the Membership Team at membership@xyplanningnetwork.com.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us

Related Articles