Guide: Onboarding to XYIS

Welcome to the XYIS community—where advisors outsource investment management and get time back to focus on their financial planning. Our team is dedicated to providing you with all of the resources and tools you need to feel confident delivering these services to your valued clients. Here are a few resources to help you get acquainted.

	Onboarding Checklist Check out the sequence of events prior to kicking off your onboarding.
	Overview of Services View a straightforward summary of everything that our team can do for you.
	Onboarding Form Ready to get started? Complete this form to kick things off.

We look forward to working with you!