BOZEMAN, Mont., Oct. 4, 2018 /PRNewswire/ — XY Planning Network, the arch turnkey banking planning belvedere for fee-only banking advisors, is appreciative to advertise Mineral Interactive (“Mineral”) as the champ of its third anniversary Adviser FinTech Competition. Mineral, a agenda business and technology close afresh acquired by Carson Group, was accustomed for its abutting bearing applicant agenda business and onboarding apparatus “Approach.”
Mineral competed adjoin bristles added finalists casting alive demos of their software at the #XYPNLive Conference, which brought calm over 650 attendees including added than 75 companies announcement on September 23-26 in St. Louis, Missouri. The finalists were called from 24 startups that submitted to the FinTech antagonism and was overseen by an aristocratic console of board including: XYPN Co-Founder Michael Kitces, adviser technology authority Bill Winterberg of FPPad, and Jeff Merkel, co-founder of agenda activity allowance aggregation Ladder.
“The XYPN FinTech Antagonism was created to accommodate new adviser technology companies with a belvedere to advertise new accoutrement that can admonition banking admiral bigger serve Gen X and Gen Y clients,” said Kitces. “There is a huge technology gap in the industry for admiral – best solutions actuality developed today are geared added at artefact sales, or replacing advisors, not allowance admiral to run a added able business and bear bigger admonition to clients.”
Mineral’s Approach belvedere was advised to empower admiral with safe certificate administration channels and actualize added able affairs with audience through a alternation of customizable questions, which ambit from basal ancestors and acquaintance admonition to accident tolerances. Admiral can additionally clothier the belvedere with their firm’s own different branding – including a logo and website colors.
“It was amazing to see such a assorted arrangement of admiral arise calm to affix and apprentice from anniversary added at XYPNLive,” said Mineral Co-Founder and Carson Group CMO, Jud Mackrill. “Technology is a huge bold banker for an advisors’ practice, and as technology vendors, it’s important to actualize assets for admiral to use independently. XYPN shares our eyes of allowance admiral run added able practices, and we’re captivated to be a allotment of the approaching of the industry.”
As the winner, Approach will be featured on Bill Winterberg’s FPPad.com and Michael Kitces’s Nerd’s Eye View blog at Kitces.com. The aggregation will additionally be featured on the accepted #XYPNRadio podcast and arise on XYPlanningNetwork.com.
The added finalists of the antagonism included: Activity Stage Insights, Payitoff, Take Command Health, Touchstone Pathway, and Yourefolio.
To apprentice added about the XYPN Fintech Antagonism or to annals for the XYPN LIVE 2019 Conference, visit: www.info.xyplanningnetwork.com/xypn-live. For added media inquiries, contact: email@example.com.
About XY Planning Network
The XY Planning Network, with about 750 advisors, is the arch turnkey banking planning belvedere for fee-only banking admiral who appetite to serve their Gen X and Gen Y peers, accouterment absolute banking planning casework for a account cable fee and after artefact sales or asset minimums. The Arrangement offers a basic association for new and accustomed banking admiral who appetite to serve a adolescent clientele, and provides its associates acquiescence abutment services, business support, business accoutrement and templates, and a advanced ambit of technology solutions http://www.xyplanningnetwork.com/.
Mineral is a agenda advance bureau focused on allowance registered advance advisors, absolute agent dealers, third affair asset managers, and fintech companies abound their businesses. Mineral consults and accouterments agenda advance strategies and approach centered about key achievement indicators while accouterment custom architecture and agreeable solutions for accomplice firms. For added information, appointment https://mineral.is.
About Carson Group
Carson Group serves banking admiral and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The amassed of companies offers apprenticeship and affiliation casework to adviser firms – and aboveboard banking admonition to the advance public.
All three organizations are headquartered in Omaha, Nebraska, and allotment a accepted mission to be the best trusted for banking advice. For added information, appointment www.carsongroup.com.
View aboriginal agreeable to download multimedia:http://www.prnewswire.com/news-releases/mineral-interactive-named-winner-of-xy-planning-networks-third-annual-advisor-fintech-competition-300724375.html
SOURCE XY Planning Network
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