XYPN turns its advice-tech winner into a member benefit

CurrentClient's earliest customers were XYPN members, and the formal partnership grew out of that. The communications platform debuted at XYPN LIVE in 2024, won Best in Show in that year's AdviceTech Competition, and counted the network's fee-only members among its first users. Founder and CEO Dustin Belliston says their feedback shaped the product.

Now the relationship is formal. XYPN, the Bozeman, Mont.-based membership network for fee-only planners, said Aug. 20 that its members get exclusive discounted pricing on CurrentClient's suite, which includes compliant texting, business phone service, AI-generated call summaries, and team collaboration. The platform integrates with Wealthbox CRM, and XY Archive handles compliant message archiving.

XYPN CEO Alan Moore calls the addition an answer to a request members keep making: one tool that handles texting, calling, collaboration, and compliance without pushing aside the software they already run. Moore says the network weighs advisor feedback and new technology when it picks benefits. For a small fee-only practice, the pitch is straightforward — one subscription instead of the usual two or three vendors.

Distribution matters as much as the product. CurrentClient says it serves more than 1,000 financial firms and advisors, and each one came to it through advisor adoption rather than an enterprise sales push. The XYPN deal is the company's first large-scale enterprise arrangement — a formality layered onto a customer base that already lived inside the network.

The deal also sits in a crowded part of advisor tech. Standalone AI note-takers and call-summary apps are running into CRM companies that build the same features in-house, a problem PWD has been tracking. A benefits arrangement like this locks in distribution for a vendor while the opportunity is still there — and gives XYPN a member perk it didn't have to build.