Blog/ Partner Updates

Wealthbox Selected as a Technology Partner to the XY Planning Network

April 28, 2014


The XY Planning Network, co-founded by Michael Kitces and Alan Moore as a platform to support advisory businesses who serve Generation X and Y clients, has announced the technology partners for its core offering. We’re honored that Wealthbox CRM, based in part on feedback from 30 of the network’s founding members, has been selected by XY Planning as a technology partner in the CRM category.


Said XY’s Alan Moore, “Good technology is a crucial part of launching an advisory firm in today’s environment. Yet most advisors starting a firm often struggle with the dozens of CRM, financial planning, performance reporting, and other software packages they need to test to make good technology decisions.”


Michael Kitces, in a ThinkAdvisor story, stated that most advisor platforms “try to support their advisors with what turns out to be an overwhelming number of vendors and choices, due to all the different business models, different clientele and different needs.” With the XY Network, “we are taking a laser-like focus on how to support younger advisors building a younger clientele with a unique business model that can serve them effectively, which allows us to identify exclusive technology partners that provide the best solution for the needs of our members.”

In addition to Wealthbox CRM, other tech partners announced include Blueleaf (performance reporting),MoneyGuidePro (financial planning), Precise FP (data gathering/automation), Guide Financial (investment account reporting), RegEd (social media archiving), and PaySimple (payment processing).

  • blueleaf
  • moneyguidepro
  • precisefp
  • guide
  • reged
  • paysimple

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