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  1. XY Investment Solutions
  2. PLATFORM USER GUIDES
  3. Settings & Configuration

Settings & Configuration

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  • XYIS New Advisor Homepage in Orion
  • Reports & Queries in XYIS
  • Notifications in XYIS
  • Advisor & Tools Dashboards in XYIS
  • Resetting a Client's Account
  • Adding Clients to the Client Portal
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