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XYPN Complete


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DataPoints is proud to partner with the XY Planning Network.

Gain access to DataPoints full suite of assessments and add unlimited numbers of prospects and clients to your account. Access DataPoints' client assessments, measure risk tolerance, and create & track client behavioral change. And, uncover client Money Scripts® and assess financial health.

XYPN member rate: $90/month per advisor

Get started with a free 14-day trial (credit card required).