XYIS aims to save you time, allowing you to focus on what you love about financial planning and helping clients reach their ideal life.
- Professional fund management through East Bay Financial Services
- Access to DFA funds for your clients' portfolios*
- Investment models including DFA, Tax Efficient, Socially Responsible/Impact, and Low Cost Models
- Automatic rebalancing within managed portfolios
- Tax minimization strategies
*Advisor must be approved by DFA in order to gain access to DFA models.
- No minimum AUM
- No minimum for your clients to open an account
- Billing will be handled through XYIS, no need to outsource to another platform
- Performance reporting capabilities
- Branded client portal
Resources & Training
- Elite-level advisor resources and webinars for building, managing and growing your firm
- Compliant, client-facing content and videos with timely and relevant information
- Access to XYIS's Chief Investment Officer (CIO) for questions and advice pertaining to the XYIS investment philosophy, model creation and rationale, portfolio management and more