NEW YORK--(BUSINESS WIRE)--XY Planning Network and Advizr are excited to announce a new partnership that brings Advizr’s financial planning software solution to the Network’s Gen X and Gen Y-focused advisors. Under the partnership arrangement, XY Planning Network (XYPN) members will now receive direct access to Advizr’s planning software, included as part of the Network’s technology package for members.
”Historically, most financial planning software has focused primarily on retirement projections, but for Gen X and Gen Y clients, retirement is still decades away, and other planning issues are more pressing,” said Michael Kitces, co-founder of XYPN. “We’re excited about the partnership with Advizr, and their commitment to making a financial planning software solution that covers cash flow and budgeting, debt management, and other financial planning issues that are directly relevant to younger clients."
"We are excited to be working with the XY Planning Network. I believe the leadership, as well as the members, represent the future of advice. They are truly committed to maintaining the highest fiduciary standard, incorporating the most cutting-edge technologies for their members and serving the next generation of clients that may otherwise be overlooked. They are the gold standard when it comes to serving the XY generation," says Hussain Zaidi, CEO of Advizr.
The XY planning network will join Advizr's Advisory Board. Through this relationship, Michael and Alan will advise the company on the development of functionality that is most relevant for the next generation of advisors and clients.
"At XY Planning Network, we’re committed to bringing financial planning to Gen X and Gen Y, and believe that technology serves a crucial role to enable advisors to serve those clients effectively,” said Alan Moore, co-founder of XYPN. “We’re thrilled to partner with companies like Advizr that are willing to work with us to develop the tools necessary to expand financial planning to the next generation.”
Additional Inquiries: Please e-mail questions to Alan@XYPlanningNetwork.com or j@advizr.com.
About XY Planning Network
The XY Planning Network is the leading organization for Gen X and Gen Y financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members, along with compliance services, marketing support, business tools and templates, and a wide range of technology solutions.
About Advizr
Advizr, based in New York, NY, is dedicated to creating software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, intuitive, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth. To learn more about Advizr, please visit www.advizr.com.
