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Xy Investment Solutions
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 t
Frequently asked questions about Xy Investment Solutions
Let us help answer the most common questions you might have.
Where is Xy Investment Solutions located?
Xy Investment Solutions' headquarters is located at 135 East Main Street, Bozeman, Montana, United States, 59715
What is Xy Investment Solutions' official website?
Xy Investment Solutions' official website is xyinvestmentsolutions.com
How many employees does Xy Investment Solutions have?
Xy Investment Solutions has 5 employees
What industry does Xy Investment Solutions belong to?
Xy Investment Solutions is in the industry of: Investment Management
Distrobird — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free