Firm Profile

The Firm Profile application possesses all of the default information for an advisor's database. Advisors can update their contact information and upload their logo into the database using the Firm Profile app. In addition, other information which can be found in this application includes the default billing preferences, registration account types, and portfolio details. 

Some aspects are capable of being edited on the advisor's end, but to update default settings for performance reporting, you will need to contact orion@xyinvestmentsolutions.com to complete this task.