What is XYIS?
Turn-key investment management solutions designed to elevate the human financial advisor
Streamlined Asset Management
Through our partnership with East Bay Financial Services, XYIS handles the time consuming task of researching, performing due diligence and constructing portfolio models to align with your clients’ goals and investment philosophies.
Simplified Back Office
XYIS will facilitate account processing, trading and rebalancing, billing and performance reporting for your firm, leaving you free to focus on serving your clients.
Market Resources
Our team provides educational opportunities and market resources to help you stay current on how markets are affecting your clients’ portfolios and coach your clients through volatile markets.
Business Resources
XYIS advisors gain access to the Orion Advisor Solutions platform and practice management content to help you optimize your processes and communicate the value of investment management to your clients.
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.