Here's How We Can Help You

Tech-Driven Portfolios

We build adaptive investment models off of proprietary technology that manage assets through objectivity.

Trading

Our experienced trading desk works for best execution on all of your models throughout the trading day.

Billing

Our technology will handle all monthly billing of your fees, giving you more time and less stress.

Reporting

Get a full suite of reports needed to run your business all at the click of a button.

Private Label

Our entire technology suite is private labeled around your brand, making it easier to communicate with your clients and solidify trust in your business.

Exclusivity

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.

Financial Planning

Your partnership includes your favorite planning software like E-Money, Money Guide and others.

Risk Assessment

Your partnership includes streamlined access to risk management technology like Totum or Riskalyze.

CRM

A partnership with UX also cover your CRM system and includes integrations with RedTail, Salesforce and many others.

Custodian Integration

No need to re-paper all of your accounts. Our technology platform can seamlessly connect into all of the major custodians.

Client Communication

Access timely articles, share your own content and even access texting software through our platform and relationships.

401k Planning

Start to collect fees on the plans you manage by using a unique functionality within our technology platform.

Client Portal

Make it easy for your clients to see all of their important account information and give them a powerful tool to stay on track.

Smartphone App

Use your logo on your own Android or iPhone app that build instant credibility and allows customers to connect with you using smart technology.

Document Vault

Allow clients to upload and store important information, and give them the power to grant access to specific information that matters most.

Advisor Support

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.

_{UX Wealth Partners (hereafter UX) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which UX maintains clients. UX may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. UX’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of UX’s web site on the Internet should not be construed by any consumer and/or prospective client as UX’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by UX with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of UX, please contact the SEC, FINRA or the state securities regulators for those states in which UX maintains a filing. A copy of UX’s current written disclosure statement discussing UX’s business operations, service, and fees is available from UX upon written request. UX does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to UX’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.}

_{WebAdmin: https://adviserinfo.sec.gov/firm/summary/308983}