What to Expect:
On this call, we'll review how to create goals & assign model portfolios, assigning fee schedules, creating billing groups, the process for billing one account to another (for example, billing all family accounts to a single Trust account), and how to take one time disbursements.
By the end of this call you will have seen every part of the XYIS platform that you'll use on a regular basis. You will have officially concluded your XYIS training after this call and you'll be ready to hit the ground running!
How to Prepare:
- Plan to invest your first funded account in model portfolio, so have an idea of which model you'd like to use.
- Come ready to assign fee schedules to existing accounts.