Here's How We Can Help You
Watch How UX Wealth Partners Helps RIAs
We build adaptive investment models off of proprietary technology that manage assets through objectivity.
Our experienced trading desk works for best execution on all of your models throughout the trading day.
Our technology will handle all monthly billing of your fees, giving you more time and less stress.
Get a full suite of reports needed to run your business all at the click of a button.
Our entire technology suite is private labeled around your brand, making it easier to communicate with your clients and solidify trust in your business.
Knowing that very few advisors can have access to this powerful tool is an incredible confidence boost, and a terrific story for new client acquisition.
Your partnership includes your favorite planning software like E-Money, Money Guide and others.
Your partnership includes streamlined access to risk management technology like Totum or Riskalyze.
A partnership with UX also cover your CRM system and includes integrations with RedTail, Salesforce and many others.
No need to re-paper all of your accounts. Our technology platform can seamlessly connect into all of the major custodians.
Access timely articles, share your own content and even access texting software through our platform and relationships.
Start to collect fees on the plans you manage by using a unique functionality within our technology platform.
Make it easy for your clients to see all of their important account information and give them a powerful tool to stay on track.
Use your logo on your own Android or iPhone app that build instant credibility and allows customers to connect with you using smart technology.
Allow clients to upload and store important information, and give them the power to grant access to specific information that matters most.
An entire team here at UX Wealth Partners that is only here to serve you and your clients. As partners, our team is your team.
Held Away Assets
Get full reporting capabilities with our technology that integrates all information and investments controlled by each of your clients and their household.
One Small Fee
Get all of this for one of the most competitive fee structures in the industry.
Watch the UX Wealth Partners Webinar...
And let us show you how to scale your business model with a very high-touch process. We'll help you create an unfair advantage in the markets you serve.