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XY Planning & DataPoints
Add the psychology of financial planning to your practice.
Use code XY25DataPoints for 25% off retail pricing (listed below),
exclusively for XYPN members.
XYPN Members: use code XY25DataPoints.
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.