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What is XYIS?

XYIS is a Turnkey Asset Management Platform (TAMP) built for the next generation of financial planners.

Streamlined Asset Management

XYIS handles the time consuming task of researching, performing due diligence, monitoring, trading and rebalancing your firm's assets under management.

Simplified Back Office

XYIS will facilitate Trading, Rebalancing, Reporting, Billing, and Invoicing for your firm, leaving you free to focus on serving your clients.

Exclusive Resources

XYIS firms will gain access to exclusive content on practice management and industry best practices.

As an added benefit, their clients will also get access to timely information on the markets and how it affects their portfolios as well as other webinars on personal finance.

Top-tier investment team

Through our partnership with East Bay Financial Services, XYIS firms are able to leverage our collective expertise to build portfolios that line up with their clients' risk tolerance and goals.

Simplified Back Office

XYIS will facilitate Trading, Rebalancing, Reporting, Billing, and Invoicing for your firm, leaving you free to focus on serving your clients.

Streamlined Asset Management

XYIS handles the time consuming task of researching, performing due diligence, monitoring, trading and rebalancing your firm's assets under management.

Exclusive Resources

XYIS firms will gain access to exclusive content on practice management and industry best practices.

As an added benefit, their clients will also get access to timely information on the markets and how it affects their portfolios as well as other webinars on personal finance.

Top-tier investment team

Through our partnership with East Bay Financial Services, XYIS firms are able to leverage our collective expertise to build portfolios that line up with their clients' risk tolerance and goals.