For firms already on the platform
One login. One password. One tab. One system. If you already run here, this page is where the practical things live.
The platform is at platform.uxwp.com. One login covers trading, billing, reporting, invoicing, research, models, risk, planning and the CRM. If a login stops working, call and a person resets it while you are on the phone.
888-GET-UXWP (888-438-8997), 6am to 6pm Mountain, and later if that is what works. info@uxwp.com for anything that can wait. Trade requests, cash raises and operations requests go through the platform so they are logged against the household.
Bring your own models and run them with no manager fee. Blend two to five strategies from the marketplace and yours together in one blend. Where you choose a third-party manager's strategy, that manager's fee is shown beside the model before you assign it.
It is yours, portable in and out, whole, at any time while you are a client. If you ever leave: thirty days, everything, CSV and PDF, at no charge. Written down here.
The two-minute walkthrough · The glossary · Insights · Disclosures · Form CRS
Show a colleague: the two-minute walkthrough. Then, whenever it helps, a call.