Example Client Facing Quarterly Reports

Each quarter XYIS will create two reports and make them available to you and your clients. These reports will be found in the "Reporting" app under the "Report Batches" section. You will see the most recent quarter's reports at the bottom of your list of batches. 

One report is a performance report that shows a household's performance, activity, and holdings for the previous quarter. 

The other available report is a billing statement that summarizes the calculations and final bill amounts for each account in the household.

Both reports will be branded to your firm with your name and logo at the top of the page. These reports will be made available to your client in the client portal each quarter. You will also have access to download both reports in the Report Batches app.

If you have any questions about these reports please reach out to support@xyinvestmentsolutions.com!