Welcome to the community of advisors making investment management a successful part of their business by outsourcing with XY Investment Solutions. 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.
If this is your first time visiting us, you can learn more about our services here. If you like what you’ve seen so far and would like to speak one-on-one with a team member, click here to schedule a call.
If you’re ready to sign up today, get started by filling out this onboarding form and reviewing our onboarding checklist. All of your training resources you’ll need to start using our platform and work with us can be found in this Knowledge Base using the search function. If there’s something you need help with and can’t find, reach out to our Advisor Service Desk at firstname.lastname@example.org.
We look forward to working with you!