.png?width=600&height=400&name=Solutions%20Spotlight%20Social%20Feature%20Image%201200x630%20(1).png)
Investment Management For Every Client
Find a partner who cares as much about your clients as you do—and supports you exactly how you want them to.
Partnership Update ↘
Power up With Orion
High-performance portfolio management configured to fit any firm
Through this expanded partnership, XYPN members get unprecedented access to Orion’s portfolio management suite—without the barriers of high costs or complexity.
Orion is the trusted platform used by thousands of advisory firms to manage reporting, billing, and client experience. Whether you’re starting out, focused on performance reporting, need help streamlining billing, or are running complex trading workflows, there’s a tier designed for you.
With pre-built pathways and built-in support, you get enterprise-level power configured to fit your firm—so you can spend less time wrangling tech and more time serving clients.
Coming October 21 ↗
Investment Management Support
Enjoy offering investment management designed to serve every client—and support you exactly how you want it to. Maintain more control over your portfolios with Orion, or choose turnkey asset management and let experts who understand the challenges that come with managing an RIA save you time so you can focus on what you love.
Client disclosures (Form CRS) →
Ashley Foster, CFP® | Nxt:Gen Financial Planning |
XYPN Member Since 2018
Our Investment Partners
Streamlined asset management
Simplified back office
Market education
Business resources
Solutions that fit your firm
We built our platform with the next-gen firm in mind, anticipating the needs and challenges faced by forward-thinking RIAs.
-
Through our partnership with East Bay Investment Solutions, XYPN Invest handles the time consuming task of researching, performing due diligence and constructing portfolio models to align with your clients’ goals and investment philosophies.
-
XYPN Invest will facilitate account processing, trading and rebalancing, billing and performance reporting for your firm, leaving you free to focus on serving your clients.
-
Our team provides educational opportunities and market resources to help you stay current on how markets are affecting your clients’ portfolios and coach your clients through volatile markets.
-
XYPN Invest advisors gain access to the Orion Advisor Solutions platform and practice management content to help you optimize your processes and communicate the value of investment management to your clients.
Investment Management Services
Investments
- Professional fund management through East Bay Financial Services
- Access to DFA funds for your clients' portfolios*
- Investment models including DFA, Tax Efficient, Socially Responsible/Impact, and Low Cost Models
- Automatic rebalancing within managed portfolios
- Tax minimization strategies
Back Office
- No minimum AUM
- No minimum for your clients to open an account
- Billing will be handled through XYPN Invest, no need to outsource to another platform
- Invoicing
- Performance reporting capabilities
- Branded client portal
Resources & Training
- Advisor resources and webinars for building, managing and growing your firm
- Compliant, client-facing content and videos with timely and relevant information
Turnkey Asset Management Platform (TAMP) Pricing
$0–$5M AUM
35 BASIS POINTS
$5M–$25M AUM
30 BASIS POINTS
$25M+ AUM
25 BASIS POINTS
Fees are based on the advisor's AUM, using a cliff fee schedule. Once a breakpoint is reached, all assets will be billed at that same breakpoint base fee.
Our commitment to independence
XYPN Invest offers former-member pricing for any members who leave Invest but want to continue to use Invest for (and avoid otherwise disrupting) their clients. We understand that switching costs for technology and service providers can be a barrier to growth and making a good decision for your business, and want you to have peace of mind that you’ll be able to continue using XYPN Invest if your plans change. You can now take XYPN Invest with you wherever you go, even if that means discontinuing your XYPN relationship, as part of our commitment to independence.
What's Included
Trading
Invoicing & Billing
Performance Reporting
Dedicated Support Team
Institutional-Level Advisor Education
Professionally Managed Portfolio Models
Client-Facing Resources
ACAT In and Out
Onboarding with ADV Updates
One Powerful Platform. Three Tiers.
Find your fit with add-on support for evolving needs
Start
40 Accounts Free with Membership
41+ accounts $2000 BASE FEE / yr
- XYPN-curated reporting
- Client portal
- Quick onboarding
- XYPN team support
Grow
$4,000 BASE FEE / yr
+ per-account pricing
- XYPN-curated reporting
- Client portal
- Quick onboarding
- XYPN team support
- Billing engine
- Billing support
- Additional Custodial support
*Complexity fee may apply beyond 250 accounts. Reach out for more details.
Scale
$6,500 BASE FEE / yr
+ per-account pricing
- XYPN-curated reporting
- Client portal
- Quick onboarding
- XYPN team support
- Billing engine
- Billing support
- Additional Custodial support
- Your own Orion database
- Custom reporting
- Advanced billing features
Add-Ons
Eclipse
$1,500 SETUP and $2,000/YEAR
Household-level modeling, rebalancing, and tax-loss harvesting
Astro
$1,000/YEAR MIN or $50/ACCOUNT/YEAR
Direct indexing
Other Orion Services
-
Audit of household- and account-level performance numbers and any adjustments, as needed.
$1,250/YEAR
-
Includes up to 500 accounts; AUM or Flat fees only.
Includes Quarterly Performance Audit.
$5,000/YEAR
-
Report building, training new hires, process/workflow design, etc.
$1,250/5 HOURS
Ready to get started?
XYPN Invest Disclaimer
Information contained on this website is for educational and informational purposes only and should not be construed as legal, tax, or investment advice. Please consult your advisor, attorney, and/or tax professional for information specific to your situation.
XYPN Invest does not endorse, review, monitor, or otherwise control the information presented by XYPN on this site in connection with the other services or benefits available to XYPN members. We are not responsible for any information published on this site, by XYPN, that is not in connection with XYPN Invest or its representatives.