XY Planning Network’s fintech contest introduces innovative software ideas

Six finalists with software for various adviser needs, including client prospecting and advising on student loans, have been chosen out of 18 entries, according to Alan Moore, co-founder of XYPN, an organization of advisers serving Gen X and Gen Y clients. Judges for the inaugural financial technology contest include XYPN’s co-founder Michael Kitces, financial technology expert Bill Winterberg and Tom Kimberly, general manager of Betterment Institutional.

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