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

ByAllAccounts

Aggregation of 401(K)s and other heldaway accounts.
$80/account/year