Current Client Wins Best in Show at the XYPN LIVE AdviceTech Competition

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.