XY Investment Solutions Help Center home page
Submit a request
Sign in
  1. XY Investment Solutions
  2. PLATFORM USER GUIDES
  3. XYIS Training Videos

Articles in this section

  • The Orion Dashboard
  • Reports & Queries in XYIS
  • Resetting a Client's Account
  • Manage Users: The Orion Client Portal
  • Householding in Orion

The Orion Dashboard

  • March 14, 2022 16:05
  • Updated

Did you know you can pull up information about your client's accounts right from the dashboard? Watch the video below to see how!

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Return to top

Related articles

  • Reports & Queries in XYIS
  • Advisor Portal - FAQ
  • Open an account in Advisor Portal
  • Orion: Launch Login
  • Our Investment Philosophy
XY Investment Solutions
Contact Us