XYPN Partners with Jump, Income Lab to Bolster Client-Facing Services

XYPN, a platform for fee-only financial planners, has teamed up with Income Lab to make Income Lab’s capabilities available to its customers as a member benefit option. 

Income Lab provides support to advisors to address a broad range of planning challenges, including retirement income projections, tax-aware withdrawal strategies, Roth conversion planning, Social Security optimization, Medicare and IRMAA planning. 

Currently, more than 300 XYPN members use Income Lab, and the platform plans to roll out expanded planning capabilities, including productivity enhancements, and artificial intelligence-powered tools. 

Income Lab was founded in 2018 by CEO Johnny Poulsen and Justin Fitzpatrick and recently launched its latest tool, dubbed “Withdrawal Optimizer,” which helps advisors determine how to optimize unexpected client cash withdrawals. 

“Financial planning is becoming increasingly complex, and advisors need tools that help them deliver sophisticated advice while maintaining an exceptional client experience,” said Poulsen.

Separately, XYPN partnered with Jump, an AI-powered wealth tech platform, to enable XYPN members to receive expanded access to Jump’s Meet, Onboard, and Grow capabilities at a reduced price. 

Last month, XYPN also partnered with CurrentClient to roll our CurrentClient’s suite of communication tools, including compliant texting, business phone services to its users. 

Pictured: Alan Moore (CEO of XYPN)