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
Robust Wealth Logo
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.

RobustWealth

RobustWealth is a digital wealth management platform built by-&-for Investment Advisors, and engineered to integrate previously modular features into one seamless suite that Advisors can leverage to optimize their practice on their clients' behalf. The easy-to-use technology is delivered in a completely private-labeled environment, customized to the Advisor's brand.

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
Robust Wealth Logo

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.

Robust Wealth

RobustWealth is a digital wealth management platform built by-&-for Investment Advisors, and engineered to integrate previously modular features into one seamless suite that Advisors can leverage to optimize their practice on their clients' behalf. The easy-to-use technology is delivered in a completely private-labeled environment, customized to the Advisor's brand.

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.

Robust Wealth Logo

Robust Wealth

RobustWealth is a digital wealth management platform built by-&-for Investment Advisors, and engineered to integrate previously modular features into one seamless suite that Advisors can leverage to optimize their practice on their clients' behalf. The easy-to-use technology is delivered in a completely private-labeled environment, customized to the Advisor's brand.

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.