XYIS is a Turnkey Asset Management Platform. We built our platform with the next-gen firm in mind. Our main goal is to help you scale your growing business without the pressure to hire a team or work longer hours.

XYIS aims to save you time so you can focus on what you love about financial planning and helping clients reach their ideal life.

To make our TAMP competitive, we have partnered with powerhouses in the financial services industry:

td_ameritrade
Orion Enterprise Logo_color (1)
dimensional
EastBayLogo_PNG

TD Ameritrade Institutional

TD Ameritrade is a go-to for RIAs. Smaller custodians simply cannot compete with their features. From custody and trading to practice management and investment analysis resources, TD's Institutional platform is as cutting-edge as they come.

Orion Enterprise

Orion’s foundation coming from a registered investment advisor provides them with a unique appreciation for the role a technology provider and an asset manager can play in empowering investment advisors’ businesses. Supporting RIAs and independent broker-dealers through its unified "Platform of Choice", Orion Enterprise offers a flexible and fully-integrated, full-service portfolio management and portfolio accounting solution designed to promote efficiency, inspire autonomy and accelerate growth.

Dimensional Fund Advisors

Dimensional is a global investment manager dedicated to implementing the great ideas in finance.  Founded in 1981, DFA has a long history of applying academic research to practical investing. Today, they offer a full range of equity and fixed income strategies designed to target higher expected returns. DFA funds are renowned throughout the industry. XYIS has secured special pricing on their funds that are exclusive to our platform only.

East Bay Financial Services

East Bay Financial Services, LLC is a Registered Investment Advisor providing customized investment strategy and due diligence services for financial planners and advisors.  East Bay’s President, Mario Nardone, CFA, serves as Investment Guru for XYIS and leads the investment committee in areas such as model creation, portfolio management, and investment research.

td_ameritrade
Orion Enterprise Logo_color (1)

TD Ameritrade Institutional

TD Ameritrade is a go-to for RIAs. Smaller custodians simply cannot compete with their features. From custody and trading to practice management and investment analysis resources, TD's Institutional platform is as cutting-edge as they come.

Orion Enterprise

Orion’s foundation coming from a registered investment advisor provides them with a unique appreciation for the role a technology provider and an asset manager can play in empowering investment advisors’ businesses. Supporting RIAs and independent broker-dealers through its unified "Platform of Choice", Orion Enterprise offers a flexible and fully-integrated, full-service portfolio management and portfolio accounting solution designed to promote efficiency, inspire autonomy and accelerate growth.

dimensional
EastBayLogo_PNG

Dimensional Fund Advisors

Dimensional is a global investment manager dedicated to implementing the great ideas in finance.  Founded in 1981, DFA has a long history of applying academic research to practical investing. Today, they offer a full range of equity and fixed income strategies designed to target higher expected returns. DFA funds are renowned throughout the industry. XYIS has secured special pricing on their funds that are exclusive to our platform only.

East Bay Financial Services

East Bay Financial Services, LLC is a Registered Investment Advisor providing customized investment strategy and due diligence services for financial planners and advisors.  East Bay’s President, Mario Nardone, CFA, serves as Investment Guru for XYIS and leads the investment committee in areas such as model creation, portfolio management, and investment research.

td_ameritrade

TD Ameritrade Institutional

TD Ameritrade is a go-to for RIAs. Smaller custodians simply cannot compete with their features. From custody and trading to practice management and investment analysis resources, TD's Institutional platform is as cutting-edge as they come.

Orion Enterprise Logo_color (1)

Orion Enterprise

Orion’s foundation coming from a registered investment advisor provides them with a unique appreciation for the role a technology provider and an asset manager can play in empowering investment advisors’ businesses. Supporting RIAs and independent broker-dealers through its unified "Platform of Choice", Orion Enterprise offers a flexible and fully-integrated, full-service portfolio management and portfolio accounting solution designed to promote efficiency, inspire autonomy and accelerate growth.

dimensional

Dimensional Fund Advisors

Dimensional is a global investment manager dedicated to implementing the great ideas in finance.  Founded in 1981, DFA has a long history of applying academic research to practical investing. Today, they offer a full range of equity and fixed income strategies designed to target higher expected returns. DFA funds are renowned throughout the industry. XYIS has secured special pricing on their funds that are exclusive to our platform only.

EastBayLogo_PNG

East Bay Financial Services 

East Bay Financial Services, LLC is a Registered Investment Advisor providing customized investment strategy and due diligence services for financial planners and advisors.  East Bay’s President, Mario Nardone, CFA, serves as Investment Guru for XYIS and leads the investment committee in areas such as model creation, portfolio management, and investment research.