XY Planning Network and Hubly Evolve Partnership for Enhanced Value

Media Contacts

Hubly

Louis Retief, CEO & Co-Founder

louis@myhubly.com

XY Planning Network

David Bowman, Partnerships

david.bowman@xyplanningnetwork.com

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Vancouver, Canada – May 10, 2024 – Hubly, the transformative wealthtech provider reshaping workflow and process management for financial advisory firms & back-offices, and XY Planning Network (XYPN), the premier platform empowering fee-for-service financial advisors to serve next-generation clients, are thrilled to announce significant enhancements to their strategic partnership, reinforcing their mutual commitment to fostering the growth and efficiency of financial advisory firms.

Evolving Partnership for Enhanced Value

Building on a solid foundation of collaboration since May 2022, Hubly and XYPN are delighted to unveil an extended 3-year partnership agreement, embodying their sustained dedication to the success of financial advisory firms. This milestone agreement underscores both organizations' commitment to providing ongoing innovation, support, and value to their communities.

Exclusive Pricing and Benefits for XYPN Members

In an exciting development, Hubly introduces an updated pricing structure designed with customer obsession at its core. XYPN members will now enjoy an exclusive discount on all Hubly monthly pricing plans. This initiative is part of Hubly's broader strategy to enable financial advisors to leverage the power of effortless advisory services through the Hubly operating system purpose built for advisory firms.

For new XYPN members exploring Hubly's offerings, your dedicated portal provides details on accessing the discount, ensuring a seamless integration process.

Collaborative Efforts for Comprehensive Support

Furthering their partnership, Hubly will work intimately with XYPN Ops, a team-structured offering that delivers 360° business solutions tailored to the unique needs of financial advisory firms. This collaboration aims to support XYPN member firms in achieving their growth ambitions, whether they aspire to expand their business or simply enjoy more leisure time.

About XY Planning Network (XYPN)

XYPN revolutionizes the financial advisory landscape by enabling fee-only advisors to serve their desired clientele, precisely how they prefer. Our comprehensive support system includes curated technology, tailored educational resources, a vibrant community of peers, and extensive business, operational, and client services, facilitating advisors' success in a profitable manner.

About Hubly

Hubly is at the forefront of making financial advisory effortless. Our platform is designed to transform the household experience within financial advisory firms, ensuring high-touch, stress-free service even at scale. Hubly ensure that households consistently receive efficient, top-notch care, setting a new standard for financial advisory services.