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XY Investment Solutions
NEW ADVISORS
NEW ADVISORS
GETTING STARTED
XYIS ADV and Disclosure Brochures
Onboarding with Schwab
Guide: Onboarding to XYIS
Contact & Website Quick Reference
DFA Approval (For use of XYIS models with DFA funds)
TRAINING
Introduction to Orion: Portfolio Audit
Introduction to Orion: Dashboard
Introduction to Orion (Applications and Core Apps)
Advisor Training: Introduction to Orion
XYIS Training Call