XY Planning & DataPoints
Add the psychology of financial planning to your practice.
Use code XY25PN for 25% off the retail pricing,
exclusively for XYPN members.
Start
Use up to 20 tests per month with prospects & clients. Ideal for firms who are just starting out.
$
37
50
Per Month, Per Advisor -
Use up to 20 test invitations each month
-
Branded, client-facing reports
-
Compare couples and track change
-
Add marketing quizzes to your website and social feeds
Create Trial
Free, two-week trial. Credit card required.
Grow
Unlimited tests to use with a growing number of prospects and clients.
$
60
Per Month, Per Advisor
-
Unlimited test invitations
-
Branded, client-facing reports
-
Compare couples and track change
-
Add marketing quizzes to your website and social feeds
Create Trial
Free, two-week trial. Credit card required.
Complete
Use unlimited tests with two advisors included and marketing quizzes for calls-to-action.
$
90
Per Month, Up to 2 Advisors
-
Unlimited test invitations
-
Branded, client-facing reports
-
Compare couples and track change
-
Add marketing quizzes to your website and social feeds
Create Trial
Free, two-week trial. Credit card required.
XYPN Members: use code XY25PN.
FAQs…with answers our customers like to hear.
Multi-advisor discounts? Yes. Contact our team to find out more.
Training & onboarding? Email support + group & on-demand training*
*Finpsych consulting & personalized onboarding are available for an additional, one-time fee. Learn more here.
Have questions about the XY Planning and DataPoints partnership? Reach us at xypn @ datapoints.com.