XY Investment Solutions
Investment Bank/Securities Brokerage - Bozeman, MT, US
XY Investment Solutions Employees
XY Investment Solutions Details
XYIS is a Turnkey Asset Management Platform (TAMP) built for the next generation of financial planners. 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.XYIS handles the time consuming task of researching, performing due diligence, monitoring, trading and rebalancing your firm's assets under management. XYIS will facilitate Trading, Rebalancing, Reporting, Billing, and Invoicing for your firm, leaving you free to focus on serving your clients. XYIS firms will gain access to exclusive content on practice management and industry best practices. As an added benefit, their clients will also get access to timely information on the markets and how it affects their portfolios as well as other webinars on personal finance. Through our partnership with East Bay Financial Services, XYIS firms are able to leverage our collective expertise to build portfolios that line up with their clients' risk tolerance and goals.XYIS is partnered with TDAmeritrade, RobustWealth, Dimensional Fund Advisors, East Bay Financial Services and more.
XY Investment Solutions Technologies
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