Features
XYIS aims to save you time, allowing you to focus on what you love about financial planning and helping clients reach their ideal life.
Turnkey Asset Management Platform (TAMP) Pricing
$0 - $5m AUM
35 basis points
Former XYPN Members:
40 basis points
$5m - $25m AUM
30 basis points
Former XYPN Members:
35 basis points
$25m+ AUM
25 basis points
Former XYPN Members:
30 basis points
Fees are based on the advisor's AUM, using a cliff fee schedule. Once a breakpoint is reached, all assets will be billed at that same breakpoint base fee.
Our Commitment to Independence
XYIS offers former-member pricing for any members who leave XYPN but want to continue to use XYIS for (and avoid otherwise disrupting) their clients. We understand that switching costs for technology and service providers can be a barrier to growth and making a good decision for your business, and want you to have peace of mind that you’ll be able to continue using XYIS if your plans change. You can now take XYIS with you wherever you go, even if that means discontinuing your XYPN relationship, as part of our commitment to independence.
What's Included
Trading
Invoicing & Billing
Performance Reporting
Dedicated Support Team
Institutional-Level Advisor Education
Professionally Managed Portfolio Models
Client-Facing Resources
Orion Essentials
Orion Essentials
$6,500/year
Billed quarterly, includes 110 accounts
Pricing Per Additional Account
111 - 200 Accounts
$44/account
201 - 700 Accounts
$42/account
701 - 5,000 Accounts
$40/account
5,001 - 10,000 Accounts
$35/account
Platform Add-Ons
Period End Reporting & Billing Service
Includes up to 500 accounts; AUM or Flat fees only.
Includes Quarterly Performance Audit.
$5,000/year
Quarterly Performance Audits
Audit of household- and account-level performance numbers and any adjustments, as needed.
$1,250/year
Custom Projects
Report building, training new hires, process/workflow design, etc.
$1,250/5 hours
Eclipse
Household-level modeling, rebalancing, and tax-loss harvesting.
$1,500 setup
and
$2,000/year
ASTRO
Direct indexing.
$1,000/year min
or
$50/account/year
whichever is higher