Turn-key Asset Management For Every Client
Asset management that manages itself
Scaling your firm is now easier than ever
At XYPN Invest, we understand the challenges that come with running a growing RIA. That's why our main goal is to help you scale your growing business without the pressure to hire a team or work longer hours. We aim to save you time so you can focus on what you love about financial planning and helping clients reach their ideal life.
Client disclosures (Form CRS) →
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.
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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.
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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.
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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.
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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
Orion A La Carte Pricing
Orion Essentials
$6,500/YEAR
Includes up to 110 Accounts
Billed Quarterly
Pricing per additional account annual
111–200 Accounts: $44/Account
201–700 Accounts: $42/Account
701–5,000 Accounts: $40/Account
5,000–10,000 Accounts: $35/Account
111 - 200 Accounts
$44/Account
201 - 700 Accounts
$42/Account
701 - 5,000 Accounts
$40/Account
5,001 - 10,000 Accounts
$35/Account
Platform add-ons
Eclipse
Household-level modeling, rebalancing, and tax-loss harvesting.
$1,500 SETUP
and
$2,000/YEAR
Astro
Direct indexing.
$1,000/YEAR MIN
or
$50/ACCOUNT/YEAR
whichever is higher
ByAllAccounts
AGGREGATION OF 401(K)S AND OTHER HELDAWAY ACCOUNTS
$80/ACCOUNT/YEAR
Other Orion Services
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Audit of household- and account-level performance numbers and any adjustments, as needed.
$1,250/YEAR
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Includes up to 500 accounts; AUM or Flat fees only.
Includes Quarterly Performance Audit.
$5,000/YEAR
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Report building, training new hires, process/workflow design, etc.
$1,250/5 HOURS
Finally. A TAMP Partner that cares as much about your clients as you do.
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, support solutions, 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.