Lone Stars and Fintech

The nature of relationships among financial professionals and their clients is changing, and one of the organizations committed to fiduciary financial planning is the XY Planning Network. We are proud to say that many of our clients are members of XYPN, and its mission is straightforward: XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. Of course, many clients of XY planners are outside these generational boundaries: clients in a variety of life stages work with XYPN advisors primarily because of the focus their members on holistic planning, as well as financial life planning.

The XY Planning Network announced its finalists for the 2017 fintech competition, and we’re very excited to share that DataPoints is once again among the competitors. We’re thrilled to share the stage with several new companies, see many of our clients, and share our behavioral finance platform with XY planners and conference attendees. We’ll be unveiling a few new products and features, too.

Hope to see you in Dallas.

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