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.