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  1. XY Investment Solutions
  2. PLATFORM USER GUIDES
  3. Fees & Billing

Fees & Billing

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  • XYIS Billing Process Overview
  • Billing Audit Instructions
  • Mock Billing and Reporting Process
  • Sample Payable Summary
  • Example Client Facing Quarterly Reports
  • Upload reports and invoices to the Client Portal
  • Pricing Options
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