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

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​

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

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.