2020 has been CRAZY for our business!
We’ve partnered with RIAs across the country to assist them in growing their businesses. As we enter into our next phase of selecting RIAs to use our platform, we’ve gotten some incredible feedback on what is attracting this community to our breakthrough technology.
We’ve spent decades at other firms, and we’ve learned from what they got wrong. The solutions we deliver to RIAs come from years of watching other companies fall short of advisor expectations. The great Richard Branson said that the best businesses come from bad experiences, and we couldn’t agree more. So much so, we named our firm UX to emphasize our commitment to creating an incredible User Experience for the advisors we partner with.
What many of our competitors fail to acknowledge is that adaptability creates all...