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software
XY Planning Network
1 creator use or recommend it
1 use
1 mention
Last discussed Jul 28, 2026
A network and platform that provides compliance, technology, and business support services for fee-only financial advisors, including annual ADV updates and state registration filings.
Recently discussed in
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Andy Panko · Mar 3, 2026
What creators say
AP
Andy Panko
uses
"I'm a member of XY Planning Network, so I use them for my annual ADV updates, and anytime I had to file a new state, I use them."
More from Andy Panko →
Michael Kitces
mentioned
"New planner recruiting, XY Planning Network, Advice Pay, FP Pathfinder — all built in a realm where I get to be involved with all these different things."
More from Michael Kitces →Keep exploring
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