Curated News
By: NewsRamp Editorial Staff
November 22, 2024
Current Client Wins Best in Show at the XYPN LIVE AdviceTech Competition
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- Current Client won 'Best in Show' at XYPN LIVE AdviceTech Competition, giving them a competitive advantage in the financial planning industry.
- The competition included any technology supporting financial 'Advicers' in serving clients, running efficient practices, and growing their reach.
- Supporting new business models in financial planning and highlighting innovative technology companies creates a better future for the industry.
- XYPN LIVE AdviceTech Competition showcased cutting-edge tech solutions for financial advisors, shaping the future of the industry.
Impact - Why it Matters
This news matters because it highlights the innovative technology companies supporting Financial “Advicers” in serving clients and running more efficient and profitable practices. The competition has played a key role in supporting new business models in financial planning and has provided a platform for new up-and-coming tech vendors to get noticed by XYPN membership for the AdviceTech they’re building.
Summary
XY Planning Network (XYPN) recently announced the winners of its annual XYPN LIVE AdviceTech Competition, expanding the competition’s scope to include any technology supporting Financial “Advicers” in serving clients, running more efficient and profitable practices, or growing their reach. The Best in Show winner was Current Client, a compliant texting solution for advisors, while Quivr CRM, a Salesforce overlay for comprehensive financial planners, was chosen as the Advicer’s Choice.
The competition, held at last month’s XYPN LIVE conference, featured six finalists who delivered seven-minute presentations. The expert panel of judges included XYPN Chairman Michael Kitces, and winners received a package of prizes, including free exhibition at XYPN LIVE 2025 and promotional opportunities.
Since XYPN's inception 10 years ago, it has been at the forefront of fee-for-service planning and is committed to finding new ways to support financial planners. The competition has provided a platform for new tech vendors to get noticed by XYPN membership for the AdviceTech they’re building, and previous winners have grown to become category leaders.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Current Client Wins Best in Show at the XYPN LIVE AdviceTech Competition
