Because the client experience is still the most relevant part of advisors' lives we're bringing back the theme of advice engagement. We'll be setting the stage to share some of the most exciting new offerings that empower clients to meaningfully engage with their advisor’s advice.

The Deets:
September 20 is your chance to wow our 700+ voting advisor audience voting on the best advice engagement tech. Complete the applications below to compete in this year’s AdvisorTech Expo to demo the tech that deepens engagement with financial advice, offers a holistic financial view, and empowers advisors to deepen client relationships. 

XYPN will do the legwork in sharing your truly client-centered advice solution. The company with the most votes will be announced on the main conference stage (how’s that for boosting Advice-centric tech?), and win a free exhibitor booth package for next year’s XYPN LIVE conference. Ready to take center stage?

All applicants must meet the following criteria: 
  • Technology must be for financial advisors and support delivering financial planning services to next-gen clients. 
  • To enter, applicants must meet one or more of the following requirements:
    • Be an existing company with a new offering, substantively different from its existing solutions, that is independently priced
    • Have less than $1 million in revenue
    • Launched in the last 12 months
 
*Submissions are accepted through Monday, July 10 at 5:00 PM MT. 

Question Title

* 1. Name

Question Title

* 2. Email Address

Question Title

* 3. Twitter Handle

Question Title

* 4. Company Name

Question Title

* 5. Company Website

Question Title

* 6. Tech Name

Question Title

* 7. Software Area of Focus (financial planning, investment planning, etc.)

Question Title

* 8. Phase of Tech Development

Question Title

* 9. Tech Description
Describe your technology in 150 words or less. This description will be included in conference materials so please write in the third person.

Question Title

* 10. Tech Development History: what has your journey looked like?

Question Title

* 11. Why do you think the XYPN LIVE 2023 audience will be interested?
Tell us what you hope the audience takes away from your presentation if you are selected.

Question Title

* 12. Link to Intro Video
The video should be a short intro and overview of the technology you're entering. 

Question Title

* 13. Please attach the logo (.esp or .png) you'd like us to use for promotion if chosen as a participant.

PNG, JPG, JPEG file types only.
Choose File

Question Title

* 14. Do you already have a pass to attend XYPN LIVE 2023?

Question Title

* 15. By clicking the box below, you confirm that your tech firm meets all eligibility for this AdvisorTech Expo and that you understand you may be asked to provide proof of eligibility.

T