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XYPN Tech Build - Coggle Diagram
XYPN Tech Build
Standalone Apps
Compliance App (SmartRIA replacement)
XY Archive
CRM
Workflow Engine
Engagement Management (Annual Service Calendar Management)
Surge Meeting Management
Client Tasks
Document Management
Payments
Contact Management
Email integration
Client Portal
Advisor-Client Interaction
Document Sharing
Service Lines (XYTS)
Billing & Payments
Client To-Dos & Tasks
Client Onboarding & Data Gathering
Risk Tolerance Software
Household PFM
Net Worth
Cash Flow
Budgeting
Insurance
Performance Reporting
Client Tasks/Service Calendar
SSO for Clients
Middleware Glue
Data warehousing
Cross-platform integrations
Cross-platform workflows
Business Data Management
Document Management
Business Documents
Client Documents
Client Legacy Planning
Advisor Legacy Planning (death of an advisor)
Insurance Exchange
Life Insurance
Disability Insurance
Long-Term Care Insurance
Banking
Vendor partnerships
Account opening
Cash management (Profit First, Save More Tomorrow, etc.)
Custodian Interface (Apex overlay)
XY Portal
Member Interactions
Business Benchmarking
Member Benefit Sign-Ups
Advisor Education
Community
SSO pass-thru
Service Line Tech
XYTS 3-way interactions
XYIS advisor interactions
XYBC advisor interactions
XYVA advisor interactions
XYCompliance interactions
Initial Registration
ADV Updates
Document Creation
Premium Services
Coaching Support
Cybersecurity Documentation
Audit Support
Employee Training (KnowBe4)