What Tech Tools Are Included in My Membership?
As an XYPN member, you gain access to a powerful suite of technology tools—designed to help you run a modern, efficient firm from day one. Below, we’ve outlined what’s included, how each tool supports your workflow, and where to find help getting started.
AdvicePay
What It Does: AdvicePay is the compliant billing platform built specifically for fee-for-service advisors. Use it to collect one-time or recurring fees, automate invoice reminders, and keep your billing audit-ready.
Get Started:
- Check out AdvicePay’s benefit breakdown!
Quick Links & Support:
- For other how-to’s and tips on using AdvicePay, visit their Help Desk!
- Contact Support@advicepay.com
fpPathfinder
What It Does: fpPathfinder offers interactive checklists and flowcharts to help you navigate common planning scenarios with clients—especially helpful in discovery meetings or annual reviews.
Get Started:
- Check out fpPathfinder’s benefit breakdown!
Quick Links & Support:
- Check out the Full List of Guides from fpPathfinder
- Contact support@fpPathfinder.com
Capitect
What It Does: Capitect helps you deliver performance reports, automate rebalancing, and manage portfolios—ideal for advisors who include investment management.
Get Started:
- Check out Capitect’s benefit breakdown!
Quick Links & Support:
- Help Desk: https://support.capitect.com/hc/en-us
SmartRIA
What It Does: SmartRIA is your compliance task management tool. Use it to track key deadlines, document activities, and keep your firm ready for audits.
Get Started:
- Check out SmartRIA’s benefit breakdown!
Quick Links & Support:
- You can access the Smartria Knowledge Base for guides and resources on getting familiar with Smartria.
Wealthbox
What It Does: Wealthbox is your all-in-one CRM. From managing client relationships to automating workflows, it’s the tech backbone for keeping your firm organized.
Get Started:
- Check out Wealthbox’s benefit breakdown!
Quick Links & Support:
- General Support and Product Questions: support@wealthbox.com
- New Advisors who Need Help with Data Migration and Onboarding: success@wealthbox.com
- Self-Help via Wealthbox's Help Center.
XY Archive
What It Does: XY Archive automatically backs up your email and file storage to ensure you meet SEC compliance requirements. It’s a "set it and forget it" solution that protects your digital communications.
Get Started:
- Check out XY Archive’s benefit breakdown!
Quick Links & Support:
- Check out XY Archive's knowledge base!
RightCapital
What It Does: RightCapital is your financial planning engine—build cash flow projections, model tax strategies, and create client-friendly visuals.
Get Started:
- Check out RightCapital’s benefit breakdown!
Quick Links & Support:
- Website: https://www.rightcapital.com/
- Help Center: https://help.rightcapital.com/
- Email: support@rightcapital.com
Still Deciding What to Use First?
We recommend starting with:
- Wealthbox to manage contacts and workflows
- AdvicePay to get your billing process live
- SmartRIA to track compliance tasks from day one
We know getting up and running with new tech can feel like a lot—but you don’t have to figure it out alone. Our team is here to help you get the most out of your XYPN tech benefits. Whether you’re diving into workflows, billing clients for the first time, or just deciding where to start, we’ve got your back. Reach out anytime, and we’ll make sure you’re set up for success.